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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 | $47,189 | $100,911-53.2% | $90,440-47.8% | $158,966-70.3% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.7%-19.4pp | 82.0%-28.6pp |
| Annual return | 23.62% | 1726.62%-1703.0pp | 1294.38%-1270.8pp | 302.95%-279.3pp |
| Employer contribution / active EE | $1,293 | $3,690-65.0% | $3,263-60.4% | $4,762-72.8% |
| Participant deferral / active EE | $3,186 | $4,348-26.7% | $3,964-19.6% | $5,983-46.7% |
| Admin fee / account holder | $2,077 | $6,507-68.1% | $5,615-63.0% | $11,250-81.5% |