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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 | $4,293 | $28,624-85.0% | $53,647-92.0% | $82,637-94.8% |
| Participation rate | 45.7% | 47.3%-1.6pp | 56.3%-10.6pp | 68.1%-22.4pp |
| Annual return | 30.35% | 664.98%-634.6pp | 358.33%-328.0pp | 53.51%-23.2pp |
| Employer contribution / active EE | $696 | $637+9.3% | $962-27.7% | $2,552-72.7% |
| Participant deferral / active EE | $1,007 | $1,196-15.8% | $1,813-44.4% | $4,126-75.6% |
| Admin fee / account holder | $1,246 | $2,022-38.4% | $2,460-49.3% | $7,339-83.0% |