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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 | $47,239 | $58,726-19.6% | $142,898-66.9% | $85,847-45.0% |
| Participation rate | 54.8% | 58.5%-3.7pp | 72.0%-17.2pp | 69.3%-14.5pp |
| Annual return | 15.44% | 27.73%-12.3pp | 5639.64%-5624.2pp | 318.61%-303.2pp |
| Employer contribution / active EE | $1,185 | $1,424-16.7% | $4,146-71.4% | $2,565-53.8% |
| Participant deferral / active EE | $2,562 | $2,609-1.8% | $3,838-33.3% | $3,952-35.2% |
| Admin fee / account holder | $558 | $4,234-86.8% | $6,560-91.5% | $6,261-91.1% |