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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 | $55,872 | $85,171-34.4% | $172,752-67.7% | $72,975-23.4% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 21.77% | 27.32%-5.6pp | 802.97%-781.2pp | 81.01%-59.2pp |
| Employer contribution / active EE | $618 | $3,324-81.4% | $5,144-88.0% | $2,440-74.7% |
| Participant deferral / active EE | $2,473 | $3,260-24.1% | $5,198-52.4% | $3,608-31.4% |
| Admin fee / account holder | $570 | $5,880-90.3% | $13,955-95.9% | $5,124-88.9% |