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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 | $48,928 | $85,766-43.0% | $136,298-64.1% | $70,126-30.2% |
| Participation rate | 46.0% | 74.2%-28.1pp | 81.9%-35.9pp | 69.5%-23.5pp |
| Annual return | 24.33% | 31.46%-7.1pp | 5156.27%-5131.9pp | 73.15%-48.8pp |
| Employer contribution / active EE | $720 | $2,966-75.7% | $4,696-84.7% | $2,343-69.3% |
| Participant deferral / active EE | $2,666 | $5,051-47.2% | $6,247-57.3% | $3,332-20.0% |
| Admin fee / account holder | $3,689 | $5,421-31.9% | $9,244-60.1% | $4,645-20.6% |