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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 | $30,338 | $88,815-65.8% | $81,882-62.9% | $145,897-79.2% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 16.53% | 1033.75%-1017.2pp | 779.47%-762.9pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,042 | $3,086-33.8% | $2,916-30.0% | $4,663-56.2% |
| Participant deferral / active EE | $4,222 | $4,647-9.2% | $4,323-2.3% | $6,689-36.9% |
| Admin fee / account holder | $7,959 | $8,434-5.6% | $7,360+8.1% | $13,390-40.6% |