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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 | $29,362 | $110,551-73.4% | $80,741-63.6% | $167,536-82.5% |
| Participation rate | 68.8% | 64.0%+4.8pp | 54.2%+14.6pp | 82.1%-13.4pp |
| Annual return | 11.73% | 120.57%-108.8pp | 87.30%-75.6pp | 478.82%-467.1pp |
| Employer contribution / active EE | $676 | $1,543-56.2% | $1,160-41.7% | $4,839-86.0% |
| Participant deferral / active EE | $676 | $2,870-76.5% | $2,145-68.5% | $6,342-89.3% |
| Admin fee / account holder | $1,196 | $4,547-73.7% | $3,380-64.6% | $12,315-90.3% |