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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 | $40,334 | $46,722-13.7% | $130,660-69.1% | $65,185-38.1% |
| Participation rate | 45.7% | 60.9%-15.2pp | 71.7%-26.0pp | 70.2%-24.5pp |
| Annual return | 30.86% | 24.17%+6.7pp | 1709.29%-1678.4pp | 29.38%+1.5pp |
| Employer contribution / active EE | $1,129 | $1,488-24.1% | $4,092-72.4% | $2,177-48.2% |
| Participant deferral / active EE | $1,798 | $2,545-29.4% | $3,603-50.1% | $3,514-48.8% |
| Admin fee / account holder | $511 | $453+12.8% | $5,463-90.7% | $847-39.7% |