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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 | $29,960 | $105,145-71.5% | $94,664-68.4% | $139,466-78.5% |
| Participation rate | 57.9% | 82.4%-24.5pp | 80.8%-22.9pp | 80.3%-22.4pp |
| Annual return | 38.01% | 38.09%-0.1pp | 156.84%-118.8pp | 373.66%-335.7pp |
| Employer contribution / active EE | $1,141 | $4,107-72.2% | $3,673-68.9% | $4,754-76.0% |
| Participant deferral / active EE | $3,148 | $7,599-58.6% | $7,417-57.6% | $6,712-53.1% |
| Admin fee / account holder | $711 | $8,972-92.1% | $7,222-90.1% | $11,409-93.8% |