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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 | $47,808 | $85,766-44.3% | $136,298-64.9% | $70,126-31.8% |
| Participation rate | 34.3% | 74.2%-39.9pp | 81.9%-47.6pp | 69.5%-35.3pp |
| Annual return | 15.49% | 31.46%-16.0pp | 5156.27%-5140.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,151 | $2,966-61.2% | $4,696-75.5% | $2,343-50.9% |
| Participant deferral / active EE | $4,340 | $5,051-14.1% | $6,247-30.5% | $3,332+30.3% |
| Admin fee / account holder | $9,015 | $5,421+66.3% | $9,244-2.5% | $4,645+94.1% |