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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 | $42,751 | $76,368-44.0% | $67,681-36.8% | $154,746-72.4% |
| Participation rate | 60.0% | 79.0%-19.0pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 17.28% | 1066.77%-1049.5pp | 590.58%-573.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $360 | $3,151-88.6% | $2,678-86.6% | $4,379-91.8% |
| Participant deferral / active EE | $1,283 | $4,824-73.4% | $3,976-67.7% | $6,730-80.9% |
| Admin fee / account holder | $1,725 | $8,559-79.8% | $6,100-71.7% | $14,365-88.0% |