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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 | $48,711 | $78,694-38.1% | $67,652-28.0% | $125,389-61.2% |
| Participation rate | 47.6% | 78.8%-31.2pp | 75.7%-28.0pp | 83.2%-35.6pp |
| Annual return | 2.52% | 9.46%-6.9pp | 6625.40%-6622.9pp | 282.24%-279.7pp |
| Employer contribution / active EE | $735 | $3,044-75.9% | $2,266-67.6% | $4,866-84.9% |
| Participant deferral / active EE | $2,996 | $4,292-30.2% | $3,560-15.8% | $5,352-44.0% |
| Admin fee / account holder | $1,789 | $7,403-75.8% | $4,821-62.9% | $9,541-81.2% |