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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 | $43,181 | $65,566-34.1% | $86,235-49.9% | $75,177-42.6% |
| Participation rate | 35.4% | 60.5%-25.1pp | 69.0%-33.5pp | 67.2%-31.8pp |
| Annual return | 14.94% | 46.07%-31.1pp | 1170.03%-1155.1pp | 160.75%-145.8pp |
| Employer contribution / active EE | $607 | $1,553-60.9% | $2,381-74.5% | $2,671-77.3% |
| Participant deferral / active EE | $1,397 | $3,023-53.8% | $3,987-65.0% | $4,126-66.1% |
| Admin fee / account holder | $766 | $5,470-86.0% | $6,856-88.8% | $5,651-86.4% |