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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 | $14,315 | $85,171-83.2% | $172,752-91.7% | $72,975-80.4% |
| Participation rate | 61.8% | 70.1%-8.3pp | 82.6%-20.9pp | 69.5%-7.7pp |
| Annual return | 22.11% | 27.32%-5.2pp | 802.97%-780.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $975 | $3,324-70.7% | $5,144-81.0% | $2,440-60.0% |
| Participant deferral / active EE | $1,898 | $3,260-41.8% | $5,198-63.5% | $3,608-47.4% |
| Admin fee / account holder | $1,185 | $5,880-79.8% | $13,955-91.5% | $5,124-76.9% |