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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 | $65,387 | $100,911-35.2% | $90,440-27.7% | $158,966-58.9% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 12.87% | 1726.62%-1713.7pp | 1294.38%-1281.5pp | 302.95%-290.1pp |
| Employer contribution / active EE | $735 | $3,690-80.1% | $3,263-77.5% | $4,762-84.6% |
| Participant deferral / active EE | $1,968 | $4,348-54.7% | $3,964-50.3% | $5,983-67.1% |
| Admin fee / account holder | $7,794 | $6,507+19.8% | $5,615+38.8% | $11,250-30.7% |