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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 | $34,846 | $63,346-45.0% | $92,240-62.2% | $70,126-50.3% |
| Participation rate | 61.2% | 68.7%-7.5pp | 76.5%-15.3pp | 69.5%-8.3pp |
| Annual return | 16.12% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $676 | $2,471-72.6% | $3,680-81.6% | $2,343-71.1% |
| Participant deferral / active EE | $1,343 | $2,854-52.9% | $3,897-65.5% | $3,332-59.7% |
| Admin fee / account holder | $2,864 | $3,841-25.4% | $5,194-44.9% | $4,645-38.4% |