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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 | $48,012 | $85,171-43.6% | $172,752-72.2% | $72,975-34.2% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.6%-13.7pp | 69.5%-0.5pp |
| Annual return | 22.31% | 27.32%-5.0pp | 802.97%-780.7pp | 81.01%-58.7pp |
| Employer contribution / active EE | $702 | $3,324-78.9% | $5,144-86.3% | $2,440-71.2% |
| Participant deferral / active EE | $2,657 | $3,260-18.5% | $5,198-48.9% | $3,608-26.4% |
| Admin fee / account holder | $387 | $5,880-93.4% | $13,955-97.2% | $5,124-92.5% |