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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 | $35,552 | $72,426-50.9% | $67,560-47.4% | $145,897-75.6% |
| Participation rate | 42.1% | 76.9%-34.8pp | 72.9%-30.8pp | 80.3%-38.2pp |
| Annual return | 10.97% | 7226.78%-7215.8pp | 3533.50%-3522.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $547 | $3,074-82.2% | $2,737-80.0% | $4,663-88.3% |
| Participant deferral / active EE | $3,081 | $4,785-35.6% | $4,004-23.1% | $6,689-53.9% |
| Admin fee / account holder | $303 | $5,514-94.5% | $3,994-92.4% | $13,390-97.7% |