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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 | $21,414 | $85,171-74.9% | $172,752-87.6% | $72,975-70.7% |
| Participation rate | 65.5% | 70.1%-4.5pp | 82.6%-17.1pp | 69.5%-4.0pp |
| Annual return | 25.96% | 27.32%-1.4pp | 802.97%-777.0pp | 81.01%-55.0pp |
| Employer contribution / active EE | $479 | $3,324-85.6% | $5,144-90.7% | $2,440-80.4% |
| Participant deferral / active EE | $2,053 | $3,260-37.0% | $5,198-60.5% | $3,608-43.1% |
| Admin fee / account holder | $1,931 | $5,880-67.2% | $13,955-86.2% | $5,124-62.3% |