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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 | $49,342 | $102,595-51.9% | $94,057-47.5% | $154,746-68.1% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 13.84% | 583.42%-569.6pp | 480.62%-466.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $744 | $3,147-76.4% | $2,933-74.6% | $4,379-83.0% |
| Participant deferral / active EE | $4,616 | $5,118-9.8% | $4,709-2.0% | $6,730-31.4% |
| Admin fee / account holder | $27,388 | $7,736+254.0% | $7,244+278.1% | $14,365+90.7% |