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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 | $43,972 | $48,570-9.5% | $130,660-66.3% | $72,975-39.7% |
| Participation rate | 46.2% | 58.6%-12.4pp | 71.7%-25.6pp | 69.5%-23.3pp |
| Annual return | 20.09% | 38.63%-18.5pp | 1709.29%-1689.2pp | 81.01%-60.9pp |
| Employer contribution / active EE | $900 | $1,334-32.5% | $4,092-78.0% | $2,440-63.1% |
| Participant deferral / active EE | $1,725 | $2,384-27.6% | $3,603-52.1% | $3,608-52.2% |
| Admin fee / account holder | $3,147 | $3,549-11.3% | $5,463-42.4% | $5,124-38.6% |