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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 | $40,622 | $73,421-44.7% | $66,439-38.9% | $155,188-73.8% |
| Participation rate | 64.7% | 79.7%-15.0pp | 74.5%-9.8pp | 80.8%-16.1pp |
| Annual return | 14.38% | 1382.37%-1368.0pp | 757.66%-743.3pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,140 | $3,039-62.5% | $2,637-56.8% | $4,248-73.2% |
| Participant deferral / active EE | $1,576 | $4,680-66.3% | $3,876-59.3% | $6,531-75.9% |
| Admin fee / account holder | $357 | $8,856-96.0% | $6,173-94.2% | $14,480-97.5% |