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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 | $44,129 | $48,570-9.1% | $130,660-66.2% | $72,975-39.5% |
| Participation rate | 48.3% | 58.6%-10.2pp | 71.7%-23.4pp | 69.5%-21.2pp |
| Annual return | 22.05% | 38.63%-16.6pp | 1709.29%-1687.2pp | 81.01%-59.0pp |
| Employer contribution / active EE | $551 | $1,334-58.7% | $4,092-86.5% | $2,440-77.4% |
| Participant deferral / active EE | $1,447 | $2,384-39.3% | $3,603-59.8% | $3,608-59.9% |
| Admin fee / account holder | $2,890 | $3,549-18.6% | $5,463-47.1% | $5,124-43.6% |