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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 | $57,805 | $48,570+19.0% | $130,660-55.8% | $72,975-20.8% |
| Participation rate | 55.0% | 58.6%-3.6pp | 71.7%-16.7pp | 69.5%-14.5pp |
| Annual return | 23.11% | 38.63%-15.5pp | 1709.29%-1686.2pp | 81.01%-57.9pp |
| Employer contribution / active EE | $455 | $1,334-65.9% | $4,092-88.9% | $2,440-81.4% |
| Participant deferral / active EE | $1,262 | $2,384-47.1% | $3,603-65.0% | $3,608-65.0% |
| Admin fee / account holder | $3,505 | $3,549-1.2% | $5,463-35.8% | $5,124-31.6% |