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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 | $45,191 | $63,346-28.7% | $92,240-51.0% | $70,126-35.6% |
| Participation rate | 22.9% | 68.7%-45.8pp | 76.5%-53.6pp | 69.5%-46.6pp |
| Annual return | 19.94% | 530.19%-510.3pp | 176.29%-156.4pp | 73.15%-53.2pp |
| Employer contribution / active EE | $852 | $2,471-65.5% | $3,680-76.9% | $2,343-63.6% |
| Participant deferral / active EE | $1,346 | $2,854-52.8% | $3,897-65.4% | $3,332-59.6% |
| Admin fee / account holder | $419 | $3,841-89.1% | $5,194-91.9% | $4,645-91.0% |