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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 | $47,313 | $34,932+35.4% | $56,441-16.2% | $74,546-36.5% |
| Participation rate | 23.4% | 32.9%-9.4pp | 52.5%-29.1pp | 67.2%-43.8pp |
| Annual return | 24.89% | 24.90%0pp | 1704.21%-1679.3pp | 1366.03%-1341.1pp |
| Employer contribution / active EE | $417 | $608-31.5% | $1,039-59.9% | $2,624-84.1% |
| Participant deferral / active EE | $1,043 | $1,173-11.1% | $1,953-46.6% | $4,347-76.0% |
| Admin fee / account holder | $2,093 | $2,359-11.3% | $2,829-26.0% | $1,944+7.7% |