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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 | $25,573 | $85,171-70.0% | $172,753-85.2% | $72,976-65.0% |
| Participation rate | 30.6% | 70.1%-39.5pp | 82.6%-52.1pp | 69.5%-38.9pp |
| Annual return | 22.40% | 27.32%-4.9pp | 803.00%-780.6pp | 81.02%-58.6pp |
| Employer contribution / active EE | $483 | $3,324-85.5% | $5,144-90.6% | $2,440-80.2% |
| Participant deferral / active EE | $1,422 | $3,260-56.4% | $5,198-72.6% | $3,608-60.6% |
| Admin fee / account holder | $2,001 | $5,880-66.0% | $13,956-85.7% | $5,124-61.0% |