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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 | $46,999 | $100,911-53.4% | $90,440-48.0% | $158,966-70.4% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 8.78% | 1726.62%-1717.8pp | 1294.38%-1285.6pp | 302.95%-294.2pp |
| Employer contribution / active EE | $529 | $3,690-85.7% | $3,263-83.8% | $4,762-88.9% |
| Participant deferral / active EE | $931 | $4,348-78.6% | $3,964-76.5% | $5,983-84.4% |
| Admin fee / account holder | $1,372 | $6,507-78.9% | $5,615-75.6% | $11,250-87.8% |