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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 | $49,241 | $88,778-44.5% | $81,844-39.8% | $145,884-66.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.63% | 1033.03%-1019.4pp | 778.87%-765.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,345 | $3,087-56.4% | $2,916-53.9% | $4,662-71.2% |
| Participant deferral / active EE | $1,782 | $4,648-61.7% | $4,323-58.8% | $6,690-73.4% |
| Admin fee / account holder | $2,297 | $8,430-72.8% | $7,355-68.8% | $13,392-82.8% |