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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 | $41,874 | $102,595-59.2% | $94,057-55.5% | $154,746-72.9% |
| Participation rate | 45.5% | 76.0%-30.5pp | 73.3%-27.9pp | 80.7%-35.2pp |
| Annual return | 17.25% | 583.42%-566.2pp | 480.62%-463.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $959 | $3,147-69.5% | $2,933-67.3% | $4,379-78.1% |
| Participant deferral / active EE | $2,161 | $5,118-57.8% | $4,709-54.1% | $6,730-67.9% |
| Admin fee / account holder | $397 | $7,736-94.9% | $7,244-94.5% | $14,365-97.2% |