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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 | $43,726 | $88,815-50.8% | $81,882-46.6% | $145,897-70.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.19% | 1033.75%-1019.6pp | 779.47%-765.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,362 | $3,086-55.9% | $2,916-53.3% | $4,663-70.8% |
| Participant deferral / active EE | $3,562 | $4,647-23.3% | $4,323-17.6% | $6,689-46.7% |
| Admin fee / account holder | $2,316 | $8,434-72.5% | $7,360-68.5% | $13,390-82.7% |