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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 | $60,804 | $85,766-29.1% | $136,298-55.4% | $70,126-13.3% |
| Participation rate | 45.9% | 74.2%-28.2pp | 81.9%-36.0pp | 69.5%-23.6pp |
| Annual return | 20.53% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $1,347 | $2,966-54.6% | $4,696-71.3% | $2,343-42.5% |
| Participant deferral / active EE | $2,635 | $5,051-47.8% | $6,247-57.8% | $3,332-20.9% |
| Admin fee / account holder | $791 | $5,421-85.4% | $9,244-91.4% | $4,645-83.0% |