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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 | $35,118 | $85,766-59.1% | $136,298-74.2% | $70,126-49.9% |
| Participation rate | 52.1% | 74.2%-22.1pp | 81.9%-29.8pp | 69.5%-17.5pp |
| Annual return | 22.24% | 31.46%-9.2pp | 5156.27%-5134.0pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,450 | $2,966-51.1% | $4,696-69.1% | $2,343-38.1% |
| Participant deferral / active EE | $3,106 | $5,051-38.5% | $6,247-50.3% | $3,332-6.8% |
| Admin fee / account holder | $3,275 | $5,421-39.6% | $9,244-64.6% | $4,645-29.5% |