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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 | $46,950 | $100,911-53.5% | $90,440-48.1% | $158,966-70.5% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 20.16% | 1726.62%-1706.5pp | 1294.38%-1274.2pp | 302.95%-282.8pp |
| Employer contribution / active EE | $1,406 | $3,690-61.9% | $3,263-56.9% | $4,762-70.5% |
| Participant deferral / active EE | $2,774 | $4,348-36.2% | $3,964-30.0% | $5,983-53.6% |
| Admin fee / account holder | $492 | $6,507-92.4% | $5,615-91.2% | $11,250-95.6% |