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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 | $27,754 | $85,171-67.4% | $172,752-83.9% | $72,975-62.0% |
| Participation rate | 61.3% | 70.1%-8.8pp | 82.6%-21.4pp | 69.5%-8.2pp |
| Annual return | 21.21% | 27.32%-6.1pp | 802.97%-781.8pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,578 | $3,324-52.5% | $5,144-69.3% | $2,440-35.3% |
| Participant deferral / active EE | $1,950 | $3,260-40.2% | $5,198-62.5% | $3,608-46.0% |
| Admin fee / account holder | $1,068 | $5,880-81.8% | $13,955-92.3% | $5,124-79.2% |