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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 | $46,934 | $100,938-53.5% | $90,461-48.1% | $158,982-70.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 18.04% | 1727.20%-1709.2pp | 1294.76%-1276.7pp | 302.99%-284.9pp |
| Employer contribution / active EE | $834 | $3,691-77.4% | $3,264-74.5% | $4,763-82.5% |
| Participant deferral / active EE | $2,372 | $4,350-45.5% | $3,964-40.2% | $5,983-60.4% |
| Admin fee / account holder | $1,558 | $6,510-76.1% | $5,617-72.3% | $11,252-86.2% |