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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 | $21,950 | $48,570-54.8% | $130,660-83.2% | $72,983-69.9% |
| Participation rate | 51.7% | 58.6%-6.8pp | 71.7%-20.0pp | 69.5%-17.8pp |
| Annual return | 22.36% | 38.63%-16.3pp | 1709.29%-1686.9pp | 81.01%-58.7pp |
| Employer contribution / active EE | $446 | $1,334-66.5% | $4,092-89.1% | $2,440-81.7% |
| Participant deferral / active EE | $1,543 | $2,384-35.3% | $3,603-57.2% | $3,608-57.2% |
| Admin fee / account holder | $1,442 | $3,549-59.4% | $5,463-73.6% | $5,124-71.9% |