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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 | $36,692 | $48,570-24.5% | $130,660-71.9% | $72,975-49.7% |
| Participation rate | 43.2% | 58.6%-15.3pp | 71.7%-28.5pp | 69.5%-26.2pp |
| Annual return | 18.01% | 38.63%-20.6pp | 1709.29%-1691.3pp | 81.01%-63.0pp |
| Employer contribution / active EE | $692 | $1,334-48.1% | $4,092-83.1% | $2,440-71.6% |
| Participant deferral / active EE | $1,180 | $2,384-50.5% | $3,603-67.3% | $3,608-67.3% |
| Admin fee / account holder | $11,603 | $3,549+227.0% | $5,463+112.4% | $5,124+126.5% |