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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 | $58,542 | $100,911-42.0% | $90,440-35.3% | $158,966-63.2% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 7.01% | 1726.62%-1719.6pp | 1294.38%-1287.4pp | 302.95%-295.9pp |
| Employer contribution / active EE | $549 | $3,690-85.1% | $3,263-83.2% | $4,762-88.5% |
| Participant deferral / active EE | $2,054 | $4,348-52.8% | $3,964-48.2% | $5,983-65.7% |
| Admin fee / account holder | $670 | $6,507-89.7% | $5,615-88.1% | $11,250-94.0% |