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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 | $49,306 | $85,766-42.5% | $136,298-63.8% | $70,126-29.7% |
| Participation rate | 29.5% | 74.2%-44.6pp | 81.9%-52.4pp | 69.5%-40.0pp |
| Annual return | 16.16% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $983 | $2,966-66.9% | $4,696-79.1% | $2,343-58.0% |
| Participant deferral / active EE | $2,266 | $5,051-55.1% | $6,247-63.7% | $3,332-32.0% |
| Admin fee / account holder | $12,378 | $5,421+128.3% | $9,244+33.9% | $4,645+166.4% |