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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 | $66,794 | $85,766-22.1% | $136,297-51.0% | $70,124-4.7% |
| Participation rate | 45.5% | 74.2%-28.7pp | 81.9%-36.5pp | 69.5%-24.1pp |
| Annual return | 21.34% | 31.45%-10.1pp | 5156.19%-5134.9pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,191 | $2,966-59.9% | $4,696-74.6% | $2,342-49.2% |
| Participant deferral / active EE | $4,035 | $5,051-20.1% | $6,247-35.4% | $3,332+21.1% |
| Admin fee / account holder | $1,499 | $5,420-72.3% | $9,244-83.8% | $4,645-67.7% |