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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 | $52,450-2.7% | $129,397-60.6% | $74,429-31.4% |
| Participation rate | 18.8% | 53.8%-35.1pp | 69.6%-50.8pp | 67.2%-48.4pp |
| Annual return | 14.52% | 15.65%-1.1pp | 9453.98%-9439.5pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $407 | $1,532-73.4% | $4,154-90.2% | $2,625-84.5% |
| Participant deferral / active EE | $1,172 | $2,797-58.1% | $4,167-71.9% | $4,348-73.0% |
| Admin fee / account holder | $1,768 | $2,636-32.9% | $7,679-77.0% | $1,944-9.0% |