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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 | $42,488 | $48,570-12.5% | $130,660-67.5% | $72,975-41.8% |
| Participation rate | 32.1% | 58.6%-26.4pp | 71.7%-39.6pp | 69.5%-37.3pp |
| Annual return | 18.61% | 38.63%-20.0pp | 1709.29%-1690.7pp | 81.01%-62.4pp |
| Employer contribution / active EE | $616 | $1,334-53.8% | $4,092-85.0% | $2,440-74.8% |
| Participant deferral / active EE | $1,161 | $2,384-51.3% | $3,603-67.8% | $3,608-67.8% |
| Admin fee / account holder | $8,500 | $3,549+139.5% | $5,463+55.6% | $5,124+65.9% |