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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 | $45,637 | $72,426-37.0% | $67,560-32.4% | $145,897-68.7% |
| Participation rate | 47.1% | 76.9%-29.8pp | 72.9%-25.9pp | 80.3%-33.2pp |
| Annual return | 10.30% | 7226.78%-7216.5pp | 3533.50%-3523.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $538 | $3,074-82.5% | $2,737-80.3% | $4,663-88.5% |
| Participant deferral / active EE | $1,393 | $4,785-70.9% | $4,004-65.2% | $6,689-79.2% |
| Admin fee / account holder | $3,172 | $5,514-42.5% | $3,994-20.6% | $13,390-76.3% |