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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 | $23,023 | $68,097-66.2% | $62,929-63.4% | $137,256-83.2% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 21.73% | 1859.11%-1837.4pp | 1063.93%-1042.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $929 | $2,811-67.0% | $2,505-62.9% | $4,156-77.7% |
| Participant deferral / active EE | $2,151 | $4,553-52.7% | $3,888-44.7% | $6,407-66.4% |
| Admin fee / account holder | $1,144 | $6,521-82.5% | $5,065-77.4% | $12,270-90.7% |