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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 | $48,449 | $74,661-35.1% | $160,784-69.9% | $67,986-28.7% |
| Participation rate | 44.0% | 57.1%-13.1pp | 77.0%-33.0pp | 57.2%-13.2pp |
| Annual return | 15.85% | 28.83%-13.0pp | 1803.92%-1788.1pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,300 | $1,829-28.9% | $3,733-65.2% | $2,019-35.6% |
| Participant deferral / active EE | $2,321 | $3,681-36.9% | $6,293-63.1% | $3,358-30.9% |
| Admin fee / account holder | $1,957 | $3,959-50.6% | $9,717-79.9% | $3,203-38.9% |