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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 | $36,164 | $100,911-64.2% | $90,440-60.0% | $158,966-77.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 20.58% | 1726.62%-1706.0pp | 1294.38%-1273.8pp | 302.95%-282.4pp |
| Employer contribution / active EE | $1,234 | $3,690-66.6% | $3,263-62.2% | $4,762-74.1% |
| Participant deferral / active EE | $1,234 | $4,348-71.6% | $3,964-68.9% | $5,983-79.4% |
| Admin fee / account holder | $1,454 | $6,507-77.7% | $5,615-74.1% | $11,250-87.1% |