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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 | $33,491 | $63,346-47.1% | $92,240-63.7% | $70,126-52.2% |
| Participation rate | 54.3% | 68.7%-14.4pp | 76.5%-22.2pp | 69.5%-15.3pp |
| Annual return | 12.70% | 530.19%-517.5pp | 176.29%-163.6pp | 73.15%-60.4pp |
| Employer contribution / active EE | $715 | $2,471-71.1% | $3,680-80.6% | $2,343-69.5% |
| Participant deferral / active EE | $1,863 | $2,854-34.7% | $3,897-52.2% | $3,332-44.1% |
| Admin fee / account holder | $1,472 | $3,841-61.7% | $5,194-71.7% | $4,645-68.3% |