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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 | $54,603 | $88,778-38.5% | $81,844-33.3% | $145,884-62.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.21% | 1033.03%-1019.8pp | 778.87%-765.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $761 | $3,087-75.4% | $2,916-73.9% | $4,662-83.7% |
| Participant deferral / active EE | $1,634 | $4,648-64.8% | $4,323-62.2% | $6,690-75.6% |
| Admin fee / account holder | $1,272 | $8,430-84.9% | $7,355-82.7% | $13,392-90.5% |