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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 | $96,123-71.5% | $77,361-64.6% | $198,609-86.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 75.0%-25.0pp | 82.4%-32.4pp |
| Annual return | 14.44% | 2054.81%-2040.4pp | 1011.54%-997.1pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,581 | $3,791-58.3% | $2,990-47.1% | $5,055-68.7% |
| Participant deferral / active EE | $1,744 | $4,975-65.0% | $3,911-55.4% | $6,977-75.0% |
| Admin fee / account holder | $3,227 | $9,471-65.9% | $5,894-45.2% | $19,030-83.0% |