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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 | $44,208 | $104,106-57.5% | $71,086-37.8% | $135,382-67.3% |
| Participation rate | 52.9% | 65.7%-12.7pp | 54.7%-1.7pp | 82.6%-29.7pp |
| Annual return | 10.88% | 1256.30%-1245.4pp | 650.59%-639.7pp | 519.77%-508.9pp |
| Employer contribution / active EE | $757 | $1,485-49.0% | $1,088-30.4% | $4,779-84.2% |
| Participant deferral / active EE | $1,628 | $2,527-35.6% | $1,874-13.2% | $5,609-71.0% |
| Admin fee / account holder | $1,057 | $4,142-74.5% | $3,082-65.7% | $10,829-90.2% |