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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 | $56,220 | $100,911-44.3% | $90,440-37.8% | $158,966-64.6% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.4pp | 82.0%-23.6pp |
| Annual return | 22.61% | 1726.62%-1704.0pp | 1294.38%-1271.8pp | 302.95%-280.3pp |
| Employer contribution / active EE | $1,202 | $3,690-67.4% | $3,263-63.2% | $4,762-74.8% |
| Participant deferral / active EE | $3,789 | $4,348-12.9% | $3,964-4.4% | $5,983-36.7% |
| Admin fee / account holder | $2,526 | $6,507-61.2% | $5,615-55.0% | $11,250-77.5% |