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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 | $67,852 | $100,938-32.8% | $90,461-25.0% | $158,982-57.3% |
| Participation rate | 27.8% | 75.0%-47.3pp | 72.7%-44.9pp | 82.0%-54.2pp |
| Annual return | 12.02% | 1727.20%-1715.2pp | 1294.76%-1282.7pp | 302.99%-291.0pp |
| Employer contribution / active EE | $786 | $3,691-78.7% | $3,264-75.9% | $4,763-83.5% |
| Participant deferral / active EE | $1,090 | $4,350-75.0% | $3,964-72.5% | $5,983-81.8% |
| Admin fee / account holder | $2,875 | $6,510-55.8% | $5,617-48.8% | $11,252-74.5% |