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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 | $43,502 | $102,696-57.6% | $86,235-49.6% | $139,487-68.8% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.0%-23.5pp | 80.3%-34.9pp |
| Annual return | 15.31% | 1925.91%-1910.6pp | 1170.03%-1154.7pp | 373.84%-358.5pp |
| Employer contribution / active EE | $937 | $3,034-69.1% | $2,381-60.7% | $4,755-80.3% |
| Participant deferral / active EE | $2,217 | $4,679-52.6% | $3,987-44.4% | $6,713-67.0% |
| Admin fee / account holder | $378 | $8,667-95.6% | $6,856-94.5% | $11,407-96.7% |