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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 | $48,286 | $64,705-25.4% | $62,929-23.3% | $67,986-29.0% |
| Participation rate | 26.0% | 65.6%-39.6pp | 73.1%-47.2pp | 57.2%-31.2pp |
| Annual return | 15.97% | 20.31%-4.3pp | 1063.93%-1048.0pp | 31.67%-15.7pp |
| Employer contribution / active EE | $596 | $2,376-74.9% | $2,505-76.2% | $2,019-70.5% |
| Participant deferral / active EE | $1,251 | $3,198-60.9% | $3,888-67.8% | $3,358-62.7% |
| Admin fee / account holder | $1,504 | $1,428+5.3% | $5,065-70.3% | $3,203-53.0% |