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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 | $16,647 | $85,171-80.5% | $172,753-90.4% | $72,976-77.2% |
| Participation rate | 66.0% | 70.1%-4.1pp | 82.6%-16.7pp | 69.5%-3.5pp |
| Annual return | 30.37% | 27.32%+3.0pp | 803.00%-772.6pp | 81.02%-50.6pp |
| Employer contribution / active EE | $1,309 | $3,324-60.6% | $5,144-74.5% | $2,440-46.3% |
| Participant deferral / active EE | $1,959 | $3,260-39.9% | $5,198-62.3% | $3,608-45.7% |
| Admin fee / account holder | $598 | $5,880-89.8% | $13,956-95.7% | $5,124-88.3% |