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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 | $30,055 | $76,522-60.7% | $56,033-46.4% | $145,884-79.4% |
| Participation rate | 34.8% | 63.2%-28.4pp | 52.5%-17.7pp | 80.3%-45.5pp |
| Annual return | 13.87% | 3014.28%-3000.4pp | 1711.38%-1697.5pp | 551.85%-538.0pp |
| Employer contribution / active EE | $788 | $1,382-43.0% | $1,041-24.3% | $4,662-83.1% |
| Participant deferral / active EE | $1,538 | $2,624-41.4% | $1,954-21.3% | $6,690-77.0% |
| Admin fee / account holder | $326 | $3,328-90.2% | $2,827-88.5% | $13,392-97.6% |