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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 | $67,927 | $85,766-20.8% | $136,298-50.2% | $70,126-3.1% |
| Participation rate | 35.1% | 74.2%-39.0pp | 81.9%-46.8pp | 69.5%-34.4pp |
| Annual return | 18.12% | 31.46%-13.3pp | 5156.27%-5138.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,069 | $2,966-63.9% | $4,696-77.2% | $2,343-54.3% |
| Participant deferral / active EE | $2,184 | $5,051-56.8% | $6,247-65.0% | $3,332-34.5% |
| Admin fee / account holder | $780 | $5,421-85.6% | $9,244-91.6% | $4,645-83.2% |