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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 | $15,050 | $85,171-82.3% | $172,752-91.3% | $72,975-79.4% |
| Participation rate | 39.0% | 70.1%-31.0pp | 82.6%-43.6pp | 69.5%-30.5pp |
| Annual return | 21.45% | 27.32%-5.9pp | 802.97%-781.5pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,052 | $3,324-68.4% | $5,144-79.6% | $2,440-56.9% |
| Participant deferral / active EE | $2,838 | $3,260-13.0% | $5,198-45.4% | $3,608-21.3% |
| Admin fee / account holder | $4,757 | $5,880-19.1% | $13,955-65.9% | $5,124-7.2% |