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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 | $22,129 | $58,726-62.3% | $142,898-84.5% | $85,851-74.2% |
| Participation rate | 51.4% | 58.5%-7.1pp | 72.0%-20.5pp | 69.3%-17.9pp |
| Annual return | 12.26% | 27.73%-15.5pp | 5639.64%-5627.4pp | 318.63%-306.4pp |
| Employer contribution / active EE | $823 | $1,424-42.2% | $4,146-80.1% | $2,565-67.9% |
| Participant deferral / active EE | $3,292 | $2,609+26.2% | $3,838-14.2% | $3,952-16.7% |
| Admin fee / account holder | $621 | $4,234-85.3% | $6,560-90.5% | $6,261-90.1% |