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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 | $46,021 | $55,446-17.0% | $155,574-70.4% | $74,429-38.2% |
| Participation rate | 31.5% | 61.9%-30.5pp | 78.2%-46.8pp | 67.2%-35.8pp |
| Annual return | 23.64% | 269.20%-245.6pp | 64.87%-41.2pp | 1368.38%-1344.7pp |
| Employer contribution / active EE | $843 | $2,266-62.8% | $4,676-82.0% | $2,625-67.9% |
| Participant deferral / active EE | $1,394 | $2,836-50.9% | $5,629-75.2% | $4,348-67.9% |
| Admin fee / account holder | $1,100 | $1,743-36.9% | $15,914-93.1% | $1,944-43.4% |