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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 | $34,964 | $85,171-58.9% | $172,752-79.8% | $72,975-52.1% |
| Participation rate | 39.5% | 70.1%-30.6pp | 82.6%-43.2pp | 69.5%-30.0pp |
| Annual return | 23.44% | 27.32%-3.9pp | 802.97%-779.5pp | 81.01%-57.6pp |
| Employer contribution / active EE | $991 | $3,324-70.2% | $5,144-80.7% | $2,440-59.4% |
| Participant deferral / active EE | $1,618 | $3,260-50.4% | $5,198-68.9% | $3,608-55.2% |
| Admin fee / account holder | $2,331 | $5,880-60.4% | $13,955-83.3% | $5,124-54.5% |