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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 | $32,695 | $85,169-61.6% | $172,755-81.1% | $72,983-55.2% |
| Participation rate | 64.0% | 70.1%-6.1pp | 82.6%-18.6pp | 69.5%-5.5pp |
| Annual return | 23.70% | 27.32%-3.6pp | 802.94%-779.2pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,499 | $3,324-54.9% | $5,144-70.9% | $2,440-38.6% |
| Participant deferral / active EE | $2,379 | $3,260-27.0% | $5,198-54.2% | $3,608-34.0% |
| Admin fee / account holder | $1,971 | $5,880-66.5% | $13,955-85.9% | $5,124-61.5% |