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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 | $42,570 | $81,749-47.9% | $58,544-27.3% | $139,456-69.5% |
| Participation rate | 27.3% | 61.3%-34.1pp | 50.9%-23.6pp | 80.3%-53.1pp |
| Annual return | 16.97% | 7425.45%-7408.5pp | 4249.56%-4232.6pp | 373.45%-356.5pp |
| Employer contribution / active EE | $504 | $1,398-63.9% | $1,053-52.1% | $4,753-89.4% |
| Participant deferral / active EE | $1,824 | $2,555-28.6% | $1,923-5.1% | $6,711-72.8% |
| Admin fee / account holder | $693 | $3,272-78.8% | $2,520-72.5% | $11,407-93.9% |