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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 | $47,415 | $76,368-37.9% | $67,681-29.9% | $154,746-69.4% |
| Participation rate | 42.9% | 79.0%-36.1pp | 73.7%-30.9pp | 80.7%-37.8pp |
| Annual return | 15.56% | 1066.77%-1051.2pp | 590.58%-575.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $539 | $3,151-82.9% | $2,678-79.9% | $4,379-87.7% |
| Participant deferral / active EE | $3,141 | $4,824-34.9% | $3,976-21.0% | $6,730-53.3% |
| Admin fee / account holder | $1,127 | $8,559-86.8% | $6,100-81.5% | $14,365-92.2% |