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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 | $27,401 | $68,097-59.8% | $62,929-56.5% | $137,256-80.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 14.44% | 1859.11%-1844.7pp | 1063.93%-1049.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,581 | $2,811-43.8% | $2,505-36.9% | $4,156-62.0% |
| Participant deferral / active EE | $1,744 | $4,553-61.7% | $3,888-55.2% | $6,407-72.8% |
| Admin fee / account holder | $3,227 | $6,521-50.5% | $5,065-36.3% | $12,270-73.7% |