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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 | $38,456 | $65,555-41.3% | $86,216-55.4% | $75,173-48.8% |
| Participation rate | 59.0% | 60.5%-1.5pp | 69.0%-10.0pp | 67.2%-8.2pp |
| Annual return | 24.77% | 46.07%-21.3pp | 1169.42%-1144.7pp | 160.72%-136.0pp |
| Employer contribution / active EE | $866 | $1,553-44.2% | $2,382-63.6% | $2,671-67.6% |
| Participant deferral / active EE | $1,996 | $3,023-34.0% | $3,986-49.9% | $4,126-51.6% |
| Admin fee / account holder | $1,359 | $5,469-75.1% | $6,853-80.2% | $5,651-75.9% |