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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 | $60,454-50.0% | $81,844-63.1% | $74,459-59.4% |
| Participation rate | 40.3% | 63.0%-22.6pp | 72.4%-32.1pp | 67.2%-26.9pp |
| Annual return | 16.18% | 16.87%-0.7pp | 778.87%-762.7pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $782 | $2,630-70.3% | $2,916-73.2% | $2,626-70.2% |
| Participant deferral / active EE | $1,834 | $3,398-46.0% | $4,323-57.6% | $4,350-57.8% |
| Admin fee / account holder | $4,235 | $1,490+184.1% | $7,355-42.4% | $1,945+117.8% |