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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 | $29,297 | $58,726-50.1% | $142,898-79.5% | $85,847-65.9% |
| Participation rate | 46.3% | 58.5%-12.2pp | 72.0%-25.7pp | 69.3%-23.1pp |
| Annual return | 13.63% | 27.73%-14.1pp | 5639.64%-5626.0pp | 318.61%-305.0pp |
| Employer contribution / active EE | $980 | $1,424-31.2% | $4,146-76.4% | $2,565-61.8% |
| Participant deferral / active EE | $1,996 | $2,609-23.5% | $3,838-48.0% | $3,952-49.5% |
| Admin fee / account holder | $1,498 | $4,234-64.6% | $6,560-77.2% | $6,261-76.1% |