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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 | $47,752 | $48,570-1.7% | $130,660-63.5% | $72,976-34.6% |
| Participation rate | 35.8% | 58.6%-22.7pp | 71.7%-35.9pp | 69.5%-33.6pp |
| Annual return | 24.42% | 38.63%-14.2pp | 1709.29%-1684.9pp | 81.02%-56.6pp |
| Employer contribution / active EE | $1,177 | $1,334-11.8% | $4,092-71.2% | $2,440-51.8% |
| Participant deferral / active EE | $2,150 | $2,384-9.8% | $3,603-40.3% | $3,608-40.4% |
| Admin fee / account holder | $3,698 | $3,549+4.2% | $5,463-32.3% | $5,124-27.8% |