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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 | $38,119 | $88,815-57.1% | $81,882-53.4% | $145,897-73.9% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 15.68% | 1033.75%-1018.1pp | 779.47%-763.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,082 | $3,086-65.0% | $2,916-62.9% | $4,663-76.8% |
| Participant deferral / active EE | $2,913 | $4,647-37.3% | $4,323-32.6% | $6,689-56.5% |
| Admin fee / account holder | $1,499 | $8,434-82.2% | $7,360-79.6% | $13,390-88.8% |