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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 | $31,988 | $55,446-42.3% | $155,574-79.4% | $74,429-57.0% |
| Participation rate | 45.1% | 61.9%-16.8pp | 78.2%-33.1pp | 67.2%-22.1pp |
| Annual return | 13.10% | 269.20%-256.1pp | 64.87%-51.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $1,204 | $2,266-46.9% | $4,676-74.3% | $2,625-54.1% |
| Participant deferral / active EE | $2,264 | $2,836-20.2% | $5,629-59.8% | $4,348-47.9% |
| Admin fee / account holder | $548 | $1,743-68.6% | $15,914-96.6% | $1,944-71.8% |