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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 | $48,672 | $76,608-36.5% | $56,077-13.2% | $145,877-66.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 12.84% | 3009.59%-2996.7pp | 1709.28%-1696.4pp | 551.28%-538.4pp |
| Employer contribution / active EE | $423 | $1,382-69.4% | $1,040-59.3% | $4,663-90.9% |
| Participant deferral / active EE | $2,868 | $2,624+9.3% | $1,954+46.8% | $6,691-57.1% |
| Admin fee / account holder | $407 | $3,325-87.8% | $2,825-85.6% | $13,402-97.0% |