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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 | $27,401 | $76,368-64.1% | $67,681-59.5% | $154,746-82.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 14.44% | 1066.77%-1052.3pp | 590.58%-576.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,581 | $3,151-49.8% | $2,678-41.0% | $4,379-63.9% |
| Participant deferral / active EE | $1,744 | $4,824-63.9% | $3,976-56.1% | $6,730-74.1% |
| Admin fee / account holder | $3,227 | $8,559-62.3% | $6,100-47.1% | $14,365-77.5% |