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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,810 | $88,754-63.0% | $81,820-59.9% | $145,877-77.5% |
| Participation rate | 45.5% | 75.1%-29.6pp | 72.4%-26.9pp | 80.3%-34.8pp |
| Annual return | 13.05% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,413 | $3,085-54.2% | $2,915-51.5% | $4,663-69.7% |
| Participant deferral / active EE | $3,995 | $4,648-14.0% | $4,323-7.6% | $6,691-40.3% |
| Admin fee / account holder | $1,931 | $8,424-77.1% | $7,391-73.9% | $13,402-85.6% |