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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 | $40,597 | $98,766-58.9% | $149,730-72.9% | $79,852-49.2% |
| Participation rate | 54.8% | 75.8%-20.9pp | 82.5%-27.6pp | 69.6%-14.8pp |
| Annual return | 21.58% | 27.43%-5.8pp | 276.70%-255.1pp | 31.72%-10.1pp |
| Employer contribution / active EE | $820 | $3,217-74.5% | $4,645-82.3% | $2,471-66.8% |
| Participant deferral / active EE | $3,036 | $5,681-46.6% | $6,843-55.6% | $3,740-18.8% |
| Admin fee / account holder | $724 | $6,052-88.0% | $9,310-92.2% | $5,306-86.4% |