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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 | $44,505 | $48,570-8.4% | $130,660-65.9% | $72,983-39.0% |
| Participation rate | 38.1% | 58.6%-20.5pp | 71.7%-33.7pp | 69.5%-31.4pp |
| Annual return | 21.64% | 38.63%-17.0pp | 1709.29%-1687.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $784 | $1,334-41.2% | $4,092-80.8% | $2,440-67.9% |
| Participant deferral / active EE | $1,676 | $2,384-29.7% | $3,603-53.5% | $3,608-53.6% |
| Admin fee / account holder | $2,042 | $3,549-42.5% | $5,463-62.6% | $5,124-60.2% |