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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 | $51,021 | $52,507-2.8% | $129,406-60.6% | $74,478-31.5% |
| Participation rate | 18.8% | 53.9%-35.1pp | 69.6%-50.9pp | 67.2%-48.4pp |
| Annual return | 14.52% | 15.64%-1.1pp | 9468.18%-9453.7pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $407 | $1,534-73.5% | $4,155-90.2% | $2,626-84.5% |
| Participant deferral / active EE | $1,172 | $2,801-58.1% | $4,167-71.9% | $4,350-73.1% |
| Admin fee / account holder | $1,768 | $2,639-33.0% | $7,689-77.0% | $1,946-9.1% |