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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 | $22,805 | $63,346-64.0% | $92,240-75.3% | $70,126-67.5% |
| Participation rate | 47.2% | 68.7%-21.5pp | 76.5%-29.3pp | 69.5%-22.3pp |
| Annual return | 19.01% | 530.19%-511.2pp | 176.29%-157.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $989 | $2,471-60.0% | $3,680-73.1% | $2,343-57.8% |
| Participant deferral / active EE | $1,800 | $2,854-36.9% | $3,897-53.8% | $3,332-46.0% |
| Admin fee / account holder | $1,451 | $3,841-62.2% | $5,194-72.1% | $4,645-68.8% |