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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 | $24,183 | $85,766-71.8% | $136,298-82.3% | $70,126-65.5% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 22.33% | 31.46%-9.1pp | 5156.27%-5133.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $1,215 | $2,966-59.0% | $4,696-74.1% | $2,343-48.1% |
| Participant deferral / active EE | $3,860 | $5,051-23.6% | $6,247-38.2% | $3,332+15.9% |
| Admin fee / account holder | $746 | $5,421-86.2% | $9,244-91.9% | $4,645-83.9% |