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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 | $25,772 | $58,312-55.8% | $86,656-70.3% | $71,529-64.0% |
| Participation rate | 34.8% | 65.0%-30.2pp | 71.7%-36.9pp | 67.9%-33.2pp |
| Annual return | 18.76% | 24.08%-5.3pp | 593.09%-574.3pp | 28.97%-10.2pp |
| Employer contribution / active EE | $731 | $2,576-71.6% | $3,025-75.8% | $2,590-71.8% |
| Participant deferral / active EE | $1,598 | $3,439-53.5% | $4,439-64.0% | $4,291-62.8% |
| Admin fee / account holder | $1,490 | $1,057+40.9% | $5,619-73.5% | $1,588-6.2% |