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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 | $48,921 | $52,507-6.8% | $129,406-62.2% | $74,478-34.3% |
| Participation rate | 29.5% | 53.9%-24.4pp | 69.6%-40.1pp | 67.2%-37.7pp |
| Annual return | 13.91% | 15.64%-1.7pp | 9468.18%-9454.3pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $970 | $1,534-36.8% | $4,155-76.7% | $2,626-63.1% |
| Participant deferral / active EE | $1,585 | $2,801-43.4% | $4,167-62.0% | $4,350-63.6% |
| Admin fee / account holder | $2,442 | $2,639-7.5% | $7,689-68.2% | $1,946+25.5% |