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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 | $34,852 | $88,815-60.8% | $81,882-57.4% | $145,897-76.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 13.64% | 1033.75%-1020.1pp | 779.47%-765.8pp | 552.29%-538.7pp |
| Employer contribution / active EE | $590 | $3,086-80.9% | $2,916-79.8% | $4,663-87.3% |
| Participant deferral / active EE | $3,839 | $4,647-17.4% | $4,323-11.2% | $6,689-42.6% |
| Admin fee / account holder | $3,493 | $8,434-58.6% | $7,360-52.5% | $13,390-73.9% |