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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 | $23,488 | $75,962-69.1% | $154,108-84.8% | $64,173-63.4% |
| Participation rate | 69.7% | 70.4%-0.7pp | 83.0%-13.3pp | 69.6%+0.1pp |
| Annual return | 10.20% | 30.32%-20.1pp | 735.21%-725.0pp | 7.63%+2.6pp |
| Employer contribution / active EE | $1,974 | $3,350-41.1% | $5,298-62.7% | $2,381-17.1% |
| Participant deferral / active EE | $1,522 | $3,175-52.1% | $5,081-70.0% | $3,470-56.1% |
| Admin fee / account holder | $3,280 | $5,589-41.3% | $13,411-75.5% | $4,887-32.9% |