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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 | $88,702-57.0% | $81,780-53.4% | $145,978-73.9% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.4%-17.8pp | 80.3%-25.7pp |
| Annual return | 15.68% | 1029.12%-1013.4pp | 776.27%-760.6pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,082 | $3,084-64.9% | $2,914-62.9% | $4,662-76.8% |
| Participant deferral / active EE | $2,913 | $4,645-37.3% | $4,321-32.6% | $6,690-56.5% |
| Admin fee / account holder | $1,499 | $8,414-82.2% | $7,384-79.7% | $13,400-88.8% |