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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 | $27,245 | $48,570-43.9% | $130,660-79.1% | $72,976-62.7% |
| Participation rate | 58.1% | 58.6%-0.4pp | 71.7%-13.6pp | 69.5%-11.3pp |
| Annual return | 16.89% | 38.63%-21.7pp | 1709.29%-1692.4pp | 81.02%-64.1pp |
| Employer contribution / active EE | $524 | $1,334-60.7% | $4,092-87.2% | $2,440-78.5% |
| Participant deferral / active EE | $1,188 | $2,384-50.2% | $3,603-67.0% | $3,608-67.1% |
| Admin fee / account holder | $3,582 | $3,549+0.9% | $5,463-34.4% | $5,124-30.1% |