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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 | $46,032 | $58,714-21.6% | $142,874-67.8% | $85,856-46.4% |
| Participation rate | 66.7% | 58.5%+8.2pp | 72.0%-5.3pp | 69.3%-2.7pp |
| Annual return | 16.62% | 27.73%-11.1pp | 5638.58%-5622.0pp | 318.58%-302.0pp |
| Employer contribution / active EE | $894 | $1,423-37.2% | $4,145-78.4% | $2,565-65.2% |
| Participant deferral / active EE | $1,162 | $2,608-55.4% | $3,838-69.7% | $3,952-70.6% |
| Admin fee / account holder | $500 | $4,241-88.2% | $6,561-92.4% | $6,261-92.0% |