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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 | $30,737 | $88,815-65.4% | $81,882-62.5% | $145,897-78.9% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 17.96% | 1033.75%-1015.8pp | 779.47%-761.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,515 | $3,086-50.9% | $2,916-48.0% | $4,663-67.5% |
| Participant deferral / active EE | $3,801 | $4,647-18.2% | $4,323-12.1% | $6,689-43.2% |
| Admin fee / account holder | $4,306 | $8,434-48.9% | $7,360-41.5% | $13,390-67.8% |