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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 | $51,172 | $88,815-42.4% | $81,882-37.5% | $145,897-64.9% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.8pp |
| Annual return | 16.06% | 1033.75%-1017.7pp | 779.47%-763.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $974 | $3,086-68.4% | $2,916-66.6% | $4,663-79.1% |
| Participant deferral / active EE | $3,110 | $4,647-33.1% | $4,323-28.1% | $6,689-53.5% |
| Admin fee / account holder | $1,130 | $8,434-86.6% | $7,360-84.6% | $13,390-91.6% |