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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 | $55,412 | $29,716+86.5% | $56,077-1.2% | $80,925-31.5% |
| Participation rate | 38.6% | 41.7%-3.1pp | 52.5%-13.9pp | 67.7%-29.1pp |
| Annual return | 13.18% | 35.30%-22.1pp | 1709.28%-1696.1pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,053 | $671+56.9% | $1,040+1.2% | $2,756-61.8% |
| Participant deferral / active EE | $2,673 | $1,228+117.6% | $1,954+36.8% | $4,299-37.8% |
| Admin fee / account holder | $798 | $2,432-67.2% | $2,825-71.7% | $6,940-88.5% |