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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 | $27,132 | $85,171-68.1% | $172,752-84.3% | $72,975-62.8% |
| Participation rate | 63.9% | 70.1%-6.2pp | 82.6%-18.8pp | 69.5%-5.6pp |
| Annual return | 19.49% | 27.32%-7.8pp | 802.97%-783.5pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,314 | $3,324-60.5% | $5,144-74.5% | $2,440-46.2% |
| Participant deferral / active EE | $3,890 | $3,260+19.3% | $5,198-25.2% | $3,608+7.8% |
| Admin fee / account holder | $2,900 | $5,880-50.7% | $13,955-79.2% | $5,124-43.4% |