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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 | $68,498 | $88,815-22.9% | $81,882-16.3% | $145,897-53.1% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 17.01% | 1033.75%-1016.7pp | 779.47%-762.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,123 | $3,086-63.6% | $2,916-61.5% | $4,663-75.9% |
| Participant deferral / active EE | $2,826 | $4,647-39.2% | $4,323-34.6% | $6,689-57.8% |
| Admin fee / account holder | $1,016 | $8,434-88.0% | $7,360-86.2% | $13,390-92.4% |