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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 | $25,935 | $45,152-42.6% | $73,836-64.9% | $59,633-56.5% |
| Participation rate | 58.8% | 64.0%-5.2pp | 73.4%-14.6pp | 68.7%-9.8pp |
| Annual return | 3.93% | 27.40%-23.5pp | 2268.06%-2264.1pp | 2041.45%-2037.5pp |
| Employer contribution / active EE | $399 | $1,901-79.0% | $2,787-85.7% | $2,203-81.9% |
| Participant deferral / active EE | $879 | $2,573-65.8% | $3,583-75.5% | $3,192-72.5% |
| Admin fee / account holder | $1,704 | $3,515-51.5% | $4,882-65.1% | $4,297-60.3% |