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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 | $22,416 | $85,171-73.7% | $172,753-87.0% | $72,976-69.3% |
| Participation rate | 46.8% | 70.1%-23.3pp | 82.6%-35.8pp | 69.5%-22.7pp |
| Annual return | 22.13% | 27.32%-5.2pp | 803.00%-780.9pp | 81.02%-58.9pp |
| Employer contribution / active EE | $425 | $3,324-87.2% | $5,144-91.7% | $2,440-82.6% |
| Participant deferral / active EE | $949 | $3,260-70.9% | $5,198-81.7% | $3,608-73.7% |
| Admin fee / account holder | $6,325 | $5,880+7.6% | $13,956-54.7% | $5,124+23.4% |