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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 | $51,595 | $85,169-39.4% | $172,755-70.1% | $72,983-29.3% |
| Participation rate | 60.9% | 70.1%-9.1pp | 82.6%-21.7pp | 69.5%-8.5pp |
| Annual return | 22.25% | 27.32%-5.1pp | 802.94%-780.7pp | 81.01%-58.8pp |
| Employer contribution / active EE | $847 | $3,324-74.5% | $5,144-83.5% | $2,440-65.3% |
| Participant deferral / active EE | $2,020 | $3,260-38.0% | $5,198-61.1% | $3,608-44.0% |
| Admin fee / account holder | $3,422 | $5,880-41.8% | $13,955-75.5% | $5,124-33.2% |