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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 | $38,444 | $54,690-29.7% | $76,030-49.4% | $74,478-48.4% |
| Participation rate | 35.7% | 60.3%-24.7pp | 69.1%-33.4pp | 67.2%-31.6pp |
| Annual return | 11.79% | 31.92%-20.1pp | 361.54%-349.7pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,404 | $1,781-21.2% | $2,688-47.8% | $2,626-46.6% |
| Participant deferral / active EE | $3,099 | $3,070+0.9% | $4,257-27.2% | $4,350-28.8% |
| Admin fee / account holder | $4,485 | $2,240+100.2% | $6,421-30.1% | $1,946+130.5% |