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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 | $36,657 | $88,815-58.7% | $81,882-55.2% | $145,897-74.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 16.35% | 1033.75%-1017.4pp | 779.47%-763.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,656 | $3,086-46.3% | $2,916-43.2% | $4,663-64.5% |
| Participant deferral / active EE | $3,145 | $4,647-32.3% | $4,323-27.3% | $6,689-53.0% |
| Admin fee / account holder | $306 | $8,434-96.4% | $7,360-95.8% | $13,390-97.7% |