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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 | $25,844 | $76,368-66.2% | $67,681-61.8% | $154,746-83.3% |
| Participation rate | 64.7% | 79.0%-14.2pp | 73.7%-9.0pp | 80.7%-16.0pp |
| Annual return | 20.26% | 1066.77%-1046.5pp | 590.58%-570.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,745 | $3,151-44.6% | $2,678-34.8% | $4,379-60.2% |
| Participant deferral / active EE | $2,763 | $4,824-42.7% | $3,976-30.5% | $6,730-58.9% |
| Admin fee / account holder | $741 | $8,559-91.3% | $6,100-87.9% | $14,365-94.8% |