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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 | $61,216 | $85,766-28.6% | $136,298-55.1% | $70,126-12.7% |
| Participation rate | 55.8% | 74.2%-18.3pp | 81.9%-26.1pp | 69.5%-13.7pp |
| Annual return | 15.25% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $946 | $2,966-68.1% | $4,696-79.9% | $2,343-59.6% |
| Participant deferral / active EE | $2,951 | $5,051-41.6% | $6,247-52.8% | $3,332-11.4% |
| Admin fee / account holder | $1,253 | $5,421-76.9% | $9,244-86.4% | $4,645-73.0% |