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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 | $51,621 | $88,702-41.8% | $81,780-36.9% | $145,978-64.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.76% | 1029.12%-1011.4pp | 776.27%-758.5pp | 550.52%-532.8pp |
| Employer contribution / active EE | $1,049 | $3,084-66.0% | $2,914-64.0% | $4,662-77.5% |
| Participant deferral / active EE | $2,765 | $4,645-40.5% | $4,321-36.0% | $6,690-58.7% |
| Admin fee / account holder | $1,592 | $8,414-81.1% | $7,384-78.4% | $13,400-88.1% |