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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 | $43,351 | $52,450-17.3% | $129,339-66.5% | $74,400-41.7% |
| Participation rate | 54.4% | 53.8%+0.5pp | 69.6%-15.2pp | 67.2%-12.8pp |
| Annual return | 12.19% | 15.65%-3.5pp | 9437.05%-9424.9pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $1,236 | $1,532-19.4% | $4,154-70.3% | $2,624-52.9% |
| Participant deferral / active EE | $2,763 | $2,797-1.2% | $4,170-33.7% | $4,348-36.5% |
| Admin fee / account holder | $975 | $2,636-63.0% | $7,668-87.3% | $1,944-49.8% |