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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 | $50,905 | $85,171-40.2% | $172,752-70.5% | $72,975-30.2% |
| Participation rate | 43.9% | 70.1%-26.2pp | 82.6%-38.7pp | 69.5%-25.6pp |
| Annual return | 20.36% | 27.32%-7.0pp | 802.97%-782.6pp | 81.01%-60.7pp |
| Employer contribution / active EE | $772 | $3,324-76.8% | $5,144-85.0% | $2,440-68.4% |
| Participant deferral / active EE | $1,649 | $3,260-49.4% | $5,198-68.3% | $3,608-54.3% |
| Admin fee / account holder | $1,761 | $5,880-70.0% | $13,955-87.4% | $5,124-65.6% |