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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 | $42,351 | $68,097-37.8% | $62,929-32.7% | $137,256-69.1% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 13.74% | 1859.11%-1845.4pp | 1063.93%-1050.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $546 | $2,811-80.6% | $2,505-78.2% | $4,156-86.9% |
| Participant deferral / active EE | $1,076 | $4,553-76.4% | $3,888-72.3% | $6,407-83.2% |
| Admin fee / account holder | $1,700 | $6,521-73.9% | $5,065-66.4% | $12,270-86.1% |