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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 | $44,383 | $65,434-32.2% | $98,483-54.9% | $85,847-48.3% |
| Participation rate | 51.9% | 65.0%-13.2pp | 73.3%-21.5pp | 69.3%-17.5pp |
| Annual return | 13.04% | 21.75%-8.7pp | 1494.38%-1481.3pp | 318.61%-305.6pp |
| Employer contribution / active EE | $1,014 | $2,169-53.2% | $2,961-65.7% | $2,565-60.5% |
| Participant deferral / active EE | $3,012 | $3,168-4.9% | $4,276-29.6% | $3,952-23.8% |
| Admin fee / account holder | $1,014 | $4,595-77.9% | $5,953-83.0% | $6,261-83.8% |