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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 | $29,369 | $85,171-65.5% | $172,752-83.0% | $72,975-59.8% |
| Participation rate | 62.2% | 70.1%-7.8pp | 82.6%-20.4pp | 69.5%-7.3pp |
| Annual return | 21.86% | 27.32%-5.5pp | 802.97%-781.1pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,281 | $3,324-61.4% | $5,144-75.1% | $2,440-47.5% |
| Participant deferral / active EE | $1,680 | $3,260-48.5% | $5,198-67.7% | $3,608-53.4% |
| Admin fee / account holder | $1,687 | $5,880-71.3% | $13,955-87.9% | $5,124-67.1% |