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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 | $50,108 | $78,562-36.2% | $105,608-52.6% | $74,429-32.7% |
| Participation rate | 47.5% | 72.8%-25.3pp | 75.3%-27.8pp | 67.2%-19.8pp |
| Annual return | 13.44% | 15.94%-2.5pp | 116.50%-103.1pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $1,038 | $2,521-58.8% | $3,167-67.2% | $2,625-60.4% |
| Participant deferral / active EE | $2,479 | $4,321-42.6% | $5,010-50.5% | $4,348-43.0% |
| Admin fee / account holder | $1,440 | $2,217-35.0% | $11,028-86.9% | $1,944-25.9% |