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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 | $29,653 | $124,175-76.1% | $108,405-72.6% | $167,536-82.3% |
| Participation rate | 69.2% | 82.3%-13.1pp | 80.1%-10.9pp | 82.1%-12.9pp |
| Annual return | 18.94% | 1380.13%-1361.2pp | 905.55%-886.6pp | 478.82%-459.9pp |
| Employer contribution / active EE | $1,561 | $4,188-62.7% | $3,559-56.1% | $4,839-67.7% |
| Participant deferral / active EE | $3,305 | $6,908-52.2% | $6,563-49.6% | $6,342-47.9% |
| Admin fee / account holder | $1,279 | $9,457-86.5% | $7,297-82.5% | $12,315-89.6% |