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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 | $48,487 | $70,587-31.3% | $124,693-61.1% | $85,856-43.5% |
| Participation rate | 44.3% | 64.4%-20.1pp | 74.6%-30.3pp | 69.3%-25.0pp |
| Annual return | 14.69% | 20688.83%-20674.1pp | 5144.19%-5129.5pp | 318.58%-303.9pp |
| Employer contribution / active EE | $622 | $1,913-67.5% | $3,324-81.3% | $2,565-75.8% |
| Participant deferral / active EE | $1,671 | $2,969-43.7% | $4,615-63.8% | $3,952-57.7% |
| Admin fee / account holder | $413 | $5,282-92.2% | $7,494-94.5% | $6,261-93.4% |