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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 | $40,297 | $100,895-60.1% | $90,430-55.4% | $158,950-74.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 10.74% | 1725.54%-1714.8pp | 1293.73%-1283.0pp | 302.91%-292.2pp |
| Employer contribution / active EE | $1,257 | $3,689-65.9% | $3,262-61.5% | $4,762-73.6% |
| Participant deferral / active EE | $1,676 | $4,347-61.4% | $3,963-57.7% | $5,983-72.0% |
| Admin fee / account holder | $8,820 | $6,505+35.6% | $5,613+57.1% | $11,248-21.6% |