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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 | $48,481 | $29,716+63.1% | $56,077-13.5% | $80,925-40.1% |
| Participation rate | 15.1% | 41.7%-26.6pp | 52.5%-37.4pp | 67.7%-52.6pp |
| Annual return | 12.06% | 35.30%-23.2pp | 1709.28%-1697.2pp | 35.65%-23.6pp |
| Employer contribution / active EE | $299 | $671-55.4% | $1,040-71.3% | $2,756-89.1% |
| Participant deferral / active EE | $387 | $1,228-68.5% | $1,954-80.2% | $4,299-91.0% |
| Admin fee / account holder | $2,546 | $2,432+4.7% | $2,825-9.9% | $6,940-63.3% |