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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 | $45,268 | $47,479-4.7% | $62,929-28.1% | $82,448-45.1% |
| Participation rate | 14.8% | 66.9%-52.1pp | 73.1%-58.3pp | 68.1%-53.3pp |
| Annual return | 12.53% | 20.34%-7.8pp | 1063.93%-1051.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $392 | $1,885-79.2% | $2,505-84.3% | $2,551-84.6% |
| Participant deferral / active EE | $1,166 | $2,870-59.4% | $3,888-70.0% | $4,139-71.8% |
| Admin fee / account holder | $1,457 | $3,804-61.7% | $5,065-71.2% | $7,234-79.9% |