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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 | $41,535 | $85,171-51.2% | $172,752-76.0% | $72,975-43.1% |
| Participation rate | 61.9% | 70.1%-8.2pp | 82.6%-20.8pp | 69.5%-7.6pp |
| Annual return | 20.59% | 27.32%-6.7pp | 802.97%-782.4pp | 81.01%-60.4pp |
| Employer contribution / active EE | $947 | $3,324-71.5% | $5,144-81.6% | $2,440-61.2% |
| Participant deferral / active EE | $2,136 | $3,260-34.5% | $5,198-58.9% | $3,608-40.8% |
| Admin fee / account holder | $5,051 | $5,880-14.1% | $13,955-63.8% | $5,124-1.4% |