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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 | $24,653 | $101,063-75.6% | $81,473-69.7% | $147,586-83.3% |
| Participation rate | 62.5% | 74.5%-12.0pp | 68.0%-5.5pp | 82.8%-20.3pp |
| Annual return | 37.61% | 32.41%+5.2pp | 38.78%-1.2pp | 578.59%-541.0pp |
| Employer contribution / active EE | $1,111 | $3,206-65.3% | $2,568-56.7% | $4,876-77.2% |
| Participant deferral / active EE | $3,511 | $4,242-17.2% | $3,537-0.7% | $5,439-35.4% |
| Admin fee / account holder | $781 | $5,812-86.6% | $4,561-82.9% | $10,886-92.8% |