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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 | $20,710 | $85,171-75.7% | $172,752-88.0% | $72,975-71.6% |
| Participation rate | 56.0% | 70.1%-14.1pp | 82.6%-26.6pp | 69.5%-13.5pp |
| Annual return | 21.06% | 27.32%-6.3pp | 802.97%-781.9pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,686 | $3,324-49.3% | $5,144-67.2% | $2,440-30.9% |
| Participant deferral / active EE | $4,649 | $3,260+42.6% | $5,198-10.6% | $3,608+28.9% |
| Admin fee / account holder | $1,034 | $5,880-82.4% | $13,955-92.6% | $5,124-79.8% |