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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 | $46,895 | $60,393-22.4% | $81,820-42.7% | $74,429-37.0% |
| Participation rate | 37.9% | 62.9%-25.0pp | 72.4%-34.5pp | 67.2%-29.3pp |
| Annual return | 13.80% | 16.89%-3.1pp | 777.93%-764.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $393 | $2,626-85.0% | $2,915-86.5% | $2,625-85.0% |
| Participant deferral / active EE | $915 | $3,397-73.1% | $4,323-78.8% | $4,348-79.0% |
| Admin fee / account holder | $973 | $1,491-34.7% | $7,391-86.8% | $1,944-50.0% |