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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 | $47,199 | $72,426-34.8% | $67,560-30.1% | $145,897-67.6% |
| Participation rate | 40.9% | 76.9%-36.0pp | 72.9%-32.0pp | 80.3%-39.4pp |
| Annual return | 14.25% | 7226.78%-7212.5pp | 3533.50%-3519.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $945 | $3,074-69.3% | $2,737-65.5% | $4,663-79.7% |
| Participant deferral / active EE | $1,614 | $4,785-66.3% | $4,004-59.7% | $6,689-75.9% |
| Admin fee / account holder | $376 | $5,514-93.2% | $3,994-90.6% | $13,390-97.2% |