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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 | $29,877 | $85,766-65.2% | $136,298-78.1% | $70,126-57.4% |
| Participation rate | 54.1% | 74.2%-20.1pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 47.93% | 31.46%+16.5pp | 5156.27%-5108.3pp | 73.15%-25.2pp |
| Employer contribution / active EE | $1,976 | $2,966-33.4% | $4,696-57.9% | $2,343-15.7% |
| Participant deferral / active EE | $3,954 | $5,051-21.7% | $6,247-36.7% | $3,332+18.7% |
| Admin fee / account holder | $469 | $5,421-91.3% | $9,244-94.9% | $4,645-89.9% |