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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 | $23,009 | $63,346-63.7% | $92,240-75.1% | $70,126-67.2% |
| Participation rate | 62.2% | 68.7%-6.5pp | 76.5%-14.3pp | 69.5%-7.4pp |
| Annual return | 16.62% | 530.19%-513.6pp | 176.29%-159.7pp | 73.15%-56.5pp |
| Employer contribution / active EE | $829 | $2,471-66.4% | $3,680-77.5% | $2,343-64.6% |
| Participant deferral / active EE | $1,631 | $2,854-42.8% | $3,897-58.1% | $3,332-51.0% |
| Admin fee / account holder | $1,077 | $3,841-72.0% | $5,194-79.3% | $4,645-76.8% |