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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 | $38,474 | $55,446-30.6% | $155,574-75.3% | $74,429-48.3% |
| Participation rate | 38.7% | 61.9%-23.3pp | 78.2%-39.6pp | 67.2%-28.6pp |
| Annual return | 14.96% | 269.20%-254.2pp | 64.87%-49.9pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $1,115 | $2,266-50.8% | $4,676-76.1% | $2,625-57.5% |
| Participant deferral / active EE | $1,817 | $2,836-35.9% | $5,629-67.7% | $4,348-58.2% |
| Admin fee / account holder | $599 | $1,743-65.6% | $15,914-96.2% | $1,944-69.2% |