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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 | $45,758 | $88,815-48.5% | $81,882-44.1% | $145,897-68.6% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 13.48% | 1033.75%-1020.3pp | 779.47%-766.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $859 | $3,086-72.2% | $2,916-70.5% | $4,663-81.6% |
| Participant deferral / active EE | $2,227 | $4,647-52.1% | $4,323-48.5% | $6,689-66.7% |
| Admin fee / account holder | $2,350 | $8,434-72.1% | $7,360-68.1% | $13,390-82.5% |