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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 | $45,202 | $100,895-55.2% | $90,430-50.0% | $158,950-71.6% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 29.67% | 1725.54%-1695.9pp | 1293.73%-1264.1pp | 302.91%-273.2pp |
| Employer contribution / active EE | $650 | $3,689-82.4% | $3,262-80.1% | $4,762-86.3% |
| Participant deferral / active EE | $1,783 | $4,347-59.0% | $3,963-55.0% | $5,983-70.2% |
| Admin fee / account holder | $23,264 | $6,505+257.6% | $5,613+314.4% | $11,248+106.8% |