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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 | $39,959 | $57,305-30.3% | $86,640-53.9% | $75,173-46.8% |
| Participation rate | 51.6% | 63.2%-11.6pp | 71.7%-20.1pp | 67.2%-15.6pp |
| Annual return | 15.75% | 2674.24%-2658.5pp | 592.52%-576.8pp | 160.72%-145.0pp |
| Employer contribution / active EE | $457 | $2,316-80.3% | $3,024-84.9% | $2,671-82.9% |
| Participant deferral / active EE | $2,040 | $3,320-38.5% | $4,438-54.0% | $4,126-50.5% |
| Admin fee / account holder | $1,003 | $4,116-75.6% | $5,616-82.1% | $5,651-82.3% |