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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 | $39,068 | $100,895-61.3% | $90,430-56.8% | $158,950-75.4% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.7%-25.6pp | 82.0%-34.9pp |
| Annual return | 17.18% | 1725.54%-1708.4pp | 1293.73%-1276.6pp | 302.91%-285.7pp |
| Employer contribution / active EE | $643 | $3,689-82.6% | $3,262-80.3% | $4,762-86.5% |
| Participant deferral / active EE | $1,649 | $4,347-62.1% | $3,963-58.4% | $5,983-72.4% |
| Admin fee / account holder | $2,556 | $6,505-60.7% | $5,613-54.5% | $11,248-77.3% |