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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 | $43,003 | $85,766-49.9% | $136,298-68.4% | $70,126-38.7% |
| Participation rate | 47.1% | 74.2%-27.1pp | 81.9%-34.9pp | 69.5%-22.5pp |
| Annual return | 29.27% | 31.46%-2.2pp | 5156.27%-5127.0pp | 73.15%-43.9pp |
| Employer contribution / active EE | $971 | $2,966-67.3% | $4,696-79.3% | $2,343-58.6% |
| Participant deferral / active EE | $2,522 | $5,051-50.1% | $6,247-59.6% | $3,332-24.3% |
| Admin fee / account holder | $547 | $5,421-89.9% | $9,244-94.1% | $4,645-88.2% |