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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 | $45,265 | $74,661-39.4% | $160,784-71.8% | $67,986-33.4% |
| Participation rate | 24.6% | 57.1%-32.5pp | 77.0%-52.3pp | 57.2%-32.6pp |
| Annual return | 20.43% | 28.83%-8.4pp | 1803.92%-1783.5pp | 31.67%-11.2pp |
| Employer contribution / active EE | $802 | $1,829-56.2% | $3,733-78.5% | $2,019-60.3% |
| Participant deferral / active EE | $1,536 | $3,681-58.3% | $6,293-75.6% | $3,358-54.3% |
| Admin fee / account holder | $3,571 | $3,959-9.8% | $9,717-63.2% | $3,203+11.5% |