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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 | $68,344 | $88,815-23.0% | $81,882-16.5% | $145,897-53.2% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 11.85% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,605 | $3,086-48.0% | $2,916-45.0% | $4,663-65.6% |
| Participant deferral / active EE | $3,153 | $4,647-32.2% | $4,323-27.1% | $6,689-52.9% |
| Admin fee / account holder | $992 | $8,434-88.2% | $7,360-86.5% | $13,390-92.6% |