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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 | $58,679 | $88,778-33.9% | $81,844-28.3% | $145,884-59.8% |
| Participation rate | 38.9% | 75.1%-36.2pp | 72.4%-33.5pp | 80.3%-41.4pp |
| Annual return | 13.23% | 1033.03%-1019.8pp | 778.87%-765.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,055 | $3,087-65.8% | $2,916-63.8% | $4,662-77.4% |
| Participant deferral / active EE | $2,230 | $4,648-52.0% | $4,323-48.4% | $6,690-66.7% |
| Admin fee / account holder | $1,800 | $8,430-78.7% | $7,355-75.5% | $13,392-86.6% |