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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 | $33,518 | $76,368-56.1% | $67,681-50.5% | $154,746-78.3% |
| Participation rate | 52.6% | 79.0%-26.3pp | 73.7%-21.1pp | 80.7%-28.1pp |
| Annual return | 10.86% | 1066.77%-1055.9pp | 590.58%-579.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $568 | $3,151-82.0% | $2,678-78.8% | $4,379-87.0% |
| Participant deferral / active EE | $3,092 | $4,824-35.9% | $3,976-22.2% | $6,730-54.1% |
| Admin fee / account holder | $4,188 | $8,559-51.1% | $6,100-31.3% | $14,365-70.8% |