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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 | $31,121 | $60,504-48.6% | $81,882-62.0% | $74,478-58.2% |
| Participation rate | 44.3% | 62.9%-18.6pp | 72.4%-28.1pp | 67.2%-22.9pp |
| Annual return | 11.93% | 16.91%-5.0pp | 779.47%-767.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $999 | $2,627-62.0% | $2,916-65.7% | $2,626-62.0% |
| Participant deferral / active EE | $1,754 | $3,400-48.4% | $4,323-59.4% | $4,350-59.7% |
| Admin fee / account holder | $1,833 | $1,492+22.9% | $7,360-75.1% | $1,946-5.8% |