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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 | $31,271 | $48,570-35.6% | $130,660-76.1% | $72,975-57.1% |
| Participation rate | 57.7% | 58.6%-0.9pp | 71.7%-14.1pp | 69.5%-11.8pp |
| Annual return | 27.42% | 38.63%-11.2pp | 1709.29%-1681.9pp | 81.01%-53.6pp |
| Employer contribution / active EE | $903 | $1,334-32.3% | $4,092-77.9% | $2,440-63.0% |
| Participant deferral / active EE | $2,141 | $2,384-10.2% | $3,603-40.6% | $3,608-40.7% |
| Admin fee / account holder | $374 | $3,549-89.5% | $5,463-93.1% | $5,124-92.7% |