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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 | $24,021 | $85,171-71.8% | $172,752-86.1% | $72,975-67.1% |
| Participation rate | 36.5% | 70.1%-33.6pp | 82.6%-46.2pp | 69.5%-33.0pp |
| Annual return | 21.66% | 27.32%-5.7pp | 802.97%-781.3pp | 81.01%-59.4pp |
| Employer contribution / active EE | $441 | $3,324-86.7% | $5,144-91.4% | $2,440-81.9% |
| Participant deferral / active EE | $1,801 | $3,260-44.8% | $5,198-65.4% | $3,608-50.1% |
| Admin fee / account holder | $3,176 | $5,880-46.0% | $13,955-77.2% | $5,124-38.0% |