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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 | $35,480 | $100,895-64.8% | $90,430-60.8% | $158,950-77.7% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.7%-31.0pp | 82.0%-40.3pp |
| Annual return | 16.03% | 1725.54%-1709.5pp | 1293.73%-1277.7pp | 302.91%-286.9pp |
| Employer contribution / active EE | $588 | $3,689-84.1% | $3,262-82.0% | $4,762-87.7% |
| Participant deferral / active EE | $2,748 | $4,347-36.8% | $3,963-30.6% | $5,983-54.1% |
| Admin fee / account holder | $2,416 | $6,505-62.9% | $5,613-57.0% | $11,248-78.5% |