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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 | $42,477 | $48,570-12.5% | $130,660-67.5% | $72,975-41.8% |
| Participation rate | 30.2% | 58.6%-28.4pp | 71.7%-41.6pp | 69.5%-39.3pp |
| Annual return | 26.10% | 38.63%-12.5pp | 1709.29%-1683.2pp | 81.01%-54.9pp |
| Employer contribution / active EE | $903 | $1,334-32.3% | $4,092-77.9% | $2,440-63.0% |
| Participant deferral / active EE | $2,300 | $2,384-3.5% | $3,603-36.2% | $3,608-36.2% |
| Admin fee / account holder | $1,276 | $3,549-64.0% | $5,463-76.6% | $5,124-75.1% |