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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 | $30,421+55.5% | $56,077-15.6% | $74,429-36.4% |
| Participation rate | 23.4% | 32.9%-9.4pp | 52.5%-29.1pp | 67.2%-43.8pp |
| Annual return | 24.89% | 24.94%0pp | 1709.28%-1684.4pp | 1368.38%-1343.5pp |
| Employer contribution / active EE | $417 | $610-31.6% | $1,040-59.9% | $2,625-84.1% |
| Participant deferral / active EE | $1,043 | $1,175-11.2% | $1,954-46.6% | $4,348-76.0% |
| Admin fee / account holder | $2,093 | $2,363-11.4% | $2,825-25.9% | $1,944+7.7% |