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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 | $49,482 | $88,778-44.3% | $81,844-39.5% | $145,884-66.1% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 21.06% | 1033.03%-1012.0pp | 778.87%-757.8pp | 551.85%-530.8pp |
| Employer contribution / active EE | $884 | $3,087-71.4% | $2,916-69.7% | $4,662-81.0% |
| Participant deferral / active EE | $2,261 | $4,648-51.4% | $4,323-47.7% | $6,690-66.2% |
| Admin fee / account holder | $1,071 | $8,430-87.3% | $7,355-85.4% | $13,392-92.0% |