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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 | $45,994 | $85,766-46.4% | $136,298-66.3% | $70,126-34.4% |
| Participation rate | 61.3% | 74.2%-12.9pp | 81.9%-20.6pp | 69.5%-8.2pp |
| Annual return | 19.64% | 31.46%-11.8pp | 5156.27%-5136.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,312 | $2,966-55.8% | $4,696-72.1% | $2,343-44.0% |
| Participant deferral / active EE | $2,221 | $5,051-56.0% | $6,247-64.4% | $3,332-33.3% |
| Admin fee / account holder | $2,014 | $5,421-62.8% | $9,244-78.2% | $4,645-56.6% |