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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 | $44,968 | $55,470-18.9% | $155,556-71.1% | $74,478-39.6% |
| Participation rate | 8.9% | 61.9%-53.0pp | 78.2%-69.3pp | 67.2%-58.3pp |
| Annual return | 11.39% | 269.80%-258.4pp | 64.84%-53.4pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $382 | $2,267-83.1% | $4,675-91.8% | $2,626-85.5% |
| Participant deferral / active EE | $900 | $2,838-68.3% | $5,631-84.0% | $4,350-79.3% |
| Admin fee / account holder | $2,055 | $1,744+17.8% | $15,885-87.1% | $1,946+5.6% |