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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 | $32,990 | $60,261-45.3% | $81,783-59.7% | $74,546-55.7% |
| Participation rate | 50.7% | 62.9%-12.2pp | 72.4%-21.7pp | 67.2%-16.5pp |
| Annual return | 15.79% | 16.88%-1.1pp | 775.05%-759.3pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $1,015 | $2,622-61.3% | $2,913-65.2% | $2,624-61.3% |
| Participant deferral / active EE | $1,708 | $3,388-49.6% | $4,320-60.5% | $4,347-60.7% |
| Admin fee / account holder | $1,681 | $1,482+13.4% | $7,380-77.2% | $1,944-13.5% |