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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 | $51,770 | $48,570+6.6% | $130,660-60.4% | $72,983-29.1% |
| Participation rate | 33.9% | 58.6%-24.7pp | 71.7%-37.8pp | 69.5%-35.6pp |
| Annual return | 25.15% | 38.63%-13.5pp | 1709.29%-1684.1pp | 81.01%-55.9pp |
| Employer contribution / active EE | $813 | $1,334-39.0% | $4,092-80.1% | $2,440-66.7% |
| Participant deferral / active EE | $1,535 | $2,384-35.6% | $3,603-57.4% | $3,608-57.4% |
| Admin fee / account holder | $489 | $3,549-86.2% | $5,463-91.1% | $5,124-90.5% |