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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 | $42,351 | $70,121-39.6% | $63,803-33.6% | $138,895-69.5% |
| Participation rate | 25.0% | 77.2%-52.2pp | 72.7%-47.7pp | 79.9%-54.9pp |
| Annual return | 13.74% | 946.48%-932.7pp | 543.72%-530.0pp | 145.39%-131.7pp |
| Employer contribution / active EE | $546 | $2,882-81.1% | $2,532-78.4% | $4,194-87.0% |
| Participant deferral / active EE | $1,076 | $4,535-76.3% | $3,843-72.0% | $6,396-83.2% |
| Admin fee / account holder | $1,700 | $6,738-74.8% | $5,196-67.3% | $12,562-86.5% |