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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 | $47,400 | $85,766-44.7% | $136,298-65.2% | $70,126-32.4% |
| Participation rate | 61.1% | 74.2%-13.0pp | 81.9%-20.8pp | 69.5%-8.4pp |
| Annual return | 19.30% | 31.46%-12.2pp | 5156.27%-5137.0pp | 73.15%-53.8pp |
| Employer contribution / active EE | $719 | $2,966-75.8% | $4,696-84.7% | $2,343-69.3% |
| Participant deferral / active EE | $3,048 | $5,051-39.7% | $6,247-51.2% | $3,332-8.5% |
| Admin fee / account holder | $821 | $5,421-84.9% | $9,244-91.1% | $4,645-82.3% |