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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 | $30,214 | $60,393-50.0% | $81,820-63.1% | $74,429-59.4% |
| Participation rate | 40.3% | 62.9%-22.6pp | 72.4%-32.1pp | 67.2%-26.9pp |
| Annual return | 16.18% | 16.89%-0.7pp | 777.93%-761.8pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $782 | $2,626-70.2% | $2,915-73.2% | $2,625-70.2% |
| Participant deferral / active EE | $1,834 | $3,397-46.0% | $4,323-57.6% | $4,348-57.8% |
| Admin fee / account holder | $4,235 | $1,491+184.1% | $7,391-42.7% | $1,944+117.8% |