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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 | $88,702-65.8% | $81,780-62.9% | $145,978-79.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 16.53% | 1029.12%-1012.6pp | 776.27%-759.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $2,042 | $3,084-33.8% | $2,914-29.9% | $4,662-56.2% |
| Participant deferral / active EE | $4,222 | $4,645-9.1% | $4,321-2.3% | $6,690-36.9% |
| Admin fee / account holder | $7,959 | $8,414-5.4% | $7,384+7.8% | $13,400-40.6% |