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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 | $23,902 | $85,766-72.1% | $136,298-82.5% | $70,126-65.9% |
| Participation rate | 44.0% | 74.2%-30.2pp | 81.9%-37.9pp | 69.5%-25.5pp |
| Annual return | 31.18% | 31.46%-0.3pp | 5156.27%-5125.1pp | 73.15%-42.0pp |
| Employer contribution / active EE | $770 | $2,966-74.0% | $4,696-83.6% | $2,343-67.1% |
| Participant deferral / active EE | $2,188 | $5,051-56.7% | $6,247-65.0% | $3,332-34.3% |
| Admin fee / account holder | $1,988 | $5,421-63.3% | $9,244-78.5% | $4,645-57.2% |