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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 | $44,733 | $48,570-7.9% | $130,660-65.8% | $72,975-38.7% |
| Participation rate | 36.8% | 58.6%-21.8pp | 71.7%-35.0pp | 69.5%-32.7pp |
| Annual return | 22.80% | 38.63%-15.8pp | 1709.29%-1686.5pp | 81.01%-58.2pp |
| Employer contribution / active EE | $356 | $1,334-73.3% | $4,092-91.3% | $2,440-85.4% |
| Participant deferral / active EE | $1,057 | $2,384-55.7% | $3,603-70.7% | $3,608-70.7% |
| Admin fee / account holder | $826 | $3,549-76.7% | $5,463-84.9% | $5,124-83.9% |