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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 | $42,784 | $48,570-11.9% | $130,660-67.3% | $72,976-41.4% |
| Participation rate | 38.3% | 58.6%-20.3pp | 71.7%-33.5pp | 69.5%-31.2pp |
| Annual return | 17.13% | 38.63%-21.5pp | 1709.29%-1692.2pp | 81.02%-63.9pp |
| Employer contribution / active EE | $512 | $1,334-61.6% | $4,092-87.5% | $2,440-79.0% |
| Participant deferral / active EE | $1,194 | $2,384-49.9% | $3,603-66.8% | $3,608-66.9% |
| Admin fee / account holder | $5,097 | $3,549+43.6% | $5,463-6.7% | $5,124-0.5% |