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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 | $29,034 | $52,450-44.6% | $129,397-77.6% | $74,429-61.0% |
| Participation rate | 48.8% | 53.8%-5.1pp | 69.6%-20.9pp | 67.2%-18.5pp |
| Annual return | 12.50% | 15.65%-3.1pp | 9453.98%-9441.5pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,039 | $1,532-32.2% | $4,154-75.0% | $2,625-60.4% |
| Participant deferral / active EE | $1,624 | $2,797-41.9% | $4,167-61.0% | $4,348-62.6% |
| Admin fee / account holder | $866 | $2,636-67.1% | $7,679-88.7% | $1,944-55.5% |