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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 | $51,232 | $72,426-29.3% | $67,560-24.2% | $145,897-64.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 18.88% | 7226.78%-7207.9pp | 3533.50%-3514.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $1,087 | $3,074-64.7% | $2,737-60.3% | $4,663-76.7% |
| Participant deferral / active EE | $4,748 | $4,785-0.8% | $4,004+18.6% | $6,689-29.0% |
| Admin fee / account holder | $398 | $5,514-92.8% | $3,994-90.0% | $13,390-97.0% |