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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 | $26,260 | $96,388-72.8% | $80,627-67.4% | $139,466-81.2% |
| Participation rate | 55.6% | 73.6%-18.1pp | 67.0%-11.5pp | 80.3%-24.8pp |
| Annual return | 18.54% | 1352.08%-1333.5pp | 936.76%-918.2pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,454 | $3,260-55.4% | $2,723-46.6% | $4,754-69.4% |
| Participant deferral / active EE | $2,061 | $5,224-60.5% | $4,443-53.6% | $6,712-69.3% |
| Admin fee / account holder | $1,285 | $6,603-80.5% | $5,381-76.1% | $11,409-88.7% |