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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 | $41,298 | $100,060-58.7% | $149,721-72.4% | $70,126-41.1% |
| Participation rate | 63.3% | 83.6%-20.2pp | 87.1%-23.7pp | 69.5%-6.2pp |
| Annual return | 14.18% | 27.46%-13.3pp | 1501.67%-1487.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $2,119 | $3,661-42.1% | $5,444-61.1% | $2,343-9.5% |
| Participant deferral / active EE | $3,040 | $4,982-39.0% | $6,568-53.7% | $3,332-8.8% |
| Admin fee / account holder | $1,134 | $8,285-86.3% | $11,282-89.9% | $4,645-75.6% |