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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 | $38,667 | $88,702-56.4% | $81,780-52.7% | $145,978-73.5% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.4%-27.9pp | 80.3%-35.8pp |
| Annual return | 12.16% | 1029.12%-1017.0pp | 776.27%-764.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,238 | $3,084-59.9% | $2,914-57.5% | $4,662-73.4% |
| Participant deferral / active EE | $3,352 | $4,645-27.8% | $4,321-22.4% | $6,690-49.9% |
| Admin fee / account holder | $886 | $8,414-89.5% | $7,384-88.0% | $13,400-93.4% |