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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 | $42,882 | $85,766-50.0% | $136,298-68.5% | $70,126-38.8% |
| Participation rate | 53.5% | 74.2%-20.6pp | 81.9%-28.4pp | 69.5%-16.0pp |
| Annual return | 19.61% | 31.46%-11.8pp | 5156.27%-5136.7pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,153 | $2,966-61.1% | $4,696-75.5% | $2,343-50.8% |
| Participant deferral / active EE | $2,573 | $5,051-49.1% | $6,247-58.8% | $3,332-22.8% |
| Admin fee / account holder | $459 | $5,421-91.5% | $9,244-95.0% | $4,645-90.1% |