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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 | $30,162 | $76,368-60.5% | $67,681-55.4% | $154,746-80.5% |
| Participation rate | 40.9% | 79.0%-38.0pp | 73.7%-32.8pp | 80.7%-39.8pp |
| Annual return | 18.76% | 1066.77%-1048.0pp | 590.58%-571.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $506 | $3,151-83.9% | $2,678-81.1% | $4,379-88.4% |
| Participant deferral / active EE | $2,924 | $4,824-39.4% | $3,976-26.5% | $6,730-56.6% |
| Admin fee / account holder | $814 | $8,559-90.5% | $6,100-86.7% | $14,365-94.3% |