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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 | $49,354 | $85,171-42.1% | $172,752-71.4% | $72,975-32.4% |
| Participation rate | 34.6% | 70.1%-35.4pp | 82.6%-48.0pp | 69.5%-34.9pp |
| Annual return | 22.48% | 27.32%-4.8pp | 802.97%-780.5pp | 81.01%-58.5pp |
| Employer contribution / active EE | $539 | $3,324-83.8% | $5,144-89.5% | $2,440-77.9% |
| Participant deferral / active EE | $1,737 | $3,260-46.7% | $5,198-66.6% | $3,608-51.9% |
| Admin fee / account holder | $2,199 | $5,880-62.6% | $13,955-84.2% | $5,124-57.1% |