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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 | $60,454-22.4% | $81,844-42.7% | $74,459-37.0% |
| Participation rate | 37.9% | 63.0%-25.0pp | 72.4%-34.5pp | 67.2%-29.3pp |
| Annual return | 13.80% | 16.87%-3.1pp | 778.87%-765.1pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $393 | $2,630-85.0% | $2,916-86.5% | $2,626-85.0% |
| Participant deferral / active EE | $915 | $3,398-73.1% | $4,323-78.8% | $4,350-79.0% |
| Admin fee / account holder | $973 | $1,490-34.7% | $7,355-86.8% | $1,945-50.0% |