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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 | $37,619 | $85,766-56.1% | $136,298-72.4% | $70,126-46.4% |
| Participation rate | 62.1% | 74.2%-12.1pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 19.91% | 31.46%-11.5pp | 5156.27%-5136.4pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,494 | $2,966-49.6% | $4,696-68.2% | $2,343-36.2% |
| Participant deferral / active EE | $4,206 | $5,051-16.7% | $6,247-32.7% | $3,332+26.2% |
| Admin fee / account holder | $993 | $5,421-81.7% | $9,244-89.3% | $4,645-78.6% |