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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 | $42,169 | $88,702-52.5% | $81,780-48.4% | $145,978-71.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.21% | 1029.12%-1014.9pp | 776.27%-762.1pp | 550.52%-536.3pp |
| Employer contribution / active EE | $2,304 | $3,084-25.3% | $2,914-20.9% | $4,662-50.6% |
| Participant deferral / active EE | $2,951 | $4,645-36.5% | $4,321-31.7% | $6,690-55.9% |
| Admin fee / account holder | $663 | $8,414-92.1% | $7,384-91.0% | $13,400-95.1% |