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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 | $46,642 | $52,507-11.2% | $129,406-64.0% | $74,478-37.4% |
| Participation rate | 36.1% | 53.9%-17.8pp | 69.6%-33.5pp | 67.2%-31.1pp |
| Annual return | 12.91% | 15.64%-2.7pp | 9468.18%-9455.3pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $828 | $1,534-46.1% | $4,155-80.1% | $2,626-68.5% |
| Participant deferral / active EE | $1,831 | $2,801-34.6% | $4,167-56.1% | $4,350-57.9% |
| Admin fee / account holder | $1,546 | $2,639-41.4% | $7,689-79.9% | $1,946-20.5% |