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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 | $18,628 | $58,275-68.0% | $81,844-77.2% | $80,935-77.0% |
| Participation rate | 55.9% | 63.5%-7.6pp | 72.4%-16.5pp | 67.7%-11.8pp |
| Annual return | 28.41% | 41.82%-13.4pp | 778.87%-750.5pp | 35.66%-7.2pp |
| Employer contribution / active EE | $431 | $2,346-81.6% | $2,916-85.2% | $2,757-84.4% |
| Participant deferral / active EE | $4,162 | $3,285+26.7% | $4,323-3.7% | $4,299-3.2% |
| Admin fee / account holder | $1,367 | $4,749-71.2% | $7,355-81.4% | $6,924-80.3% |