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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 | $23,072 | $58,391-60.5% | $76,657-69.9% | $72,975-68.4% |
| Participation rate | 44.9% | 67.4%-22.4pp | 72.1%-27.2pp | 69.5%-24.6pp |
| Annual return | 24.74% | 2306.65%-2281.9pp | 1166.74%-1142.0pp | 81.01%-56.3pp |
| Employer contribution / active EE | $940 | $1,787-47.4% | $2,303-59.2% | $2,440-61.5% |
| Participant deferral / active EE | $2,035 | $2,690-24.4% | $3,335-39.0% | $3,608-43.6% |
| Admin fee / account holder | $366 | $4,014-90.9% | $6,423-94.3% | $5,124-92.9% |