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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 | $34,768 | $102,595-66.1% | $94,057-63.0% | $154,746-77.5% |
| Participation rate | 56.3% | 76.0%-19.7pp | 73.3%-17.1pp | 80.7%-24.5pp |
| Annual return | 13.36% | 583.42%-570.1pp | 480.62%-467.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $894 | $3,147-71.6% | $2,933-69.5% | $4,379-79.6% |
| Participant deferral / active EE | $1,814 | $5,118-64.5% | $4,709-61.5% | $6,730-73.0% |
| Admin fee / account holder | $6,880 | $7,736-11.1% | $7,244-5.0% | $14,365-52.1% |