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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 | $50,180 | $85,171-41.1% | $172,753-71.0% | $72,976-31.2% |
| Participation rate | 56.4% | 70.1%-13.7pp | 82.6%-26.3pp | 69.5%-13.1pp |
| Annual return | 21.25% | 27.32%-6.1pp | 803.00%-781.8pp | 81.02%-59.8pp |
| Employer contribution / active EE | $645 | $3,324-80.6% | $5,144-87.5% | $2,440-73.6% |
| Participant deferral / active EE | $1,883 | $3,260-42.2% | $5,198-63.8% | $3,608-47.8% |
| Admin fee / account holder | $723 | $5,880-87.7% | $13,956-94.8% | $5,124-85.9% |