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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 | $14,865 | $85,171-82.5% | $172,752-91.4% | $72,975-79.6% |
| Participation rate | 37.8% | 70.1%-32.2pp | 82.6%-44.8pp | 69.5%-31.7pp |
| Annual return | 30.74% | 27.32%+3.4pp | 802.97%-772.2pp | 81.01%-50.3pp |
| Employer contribution / active EE | $449 | $3,324-86.5% | $5,144-91.3% | $2,440-81.6% |
| Participant deferral / active EE | $1,023 | $3,260-68.6% | $5,198-80.3% | $3,608-71.7% |
| Admin fee / account holder | $501 | $5,880-91.5% | $13,955-96.4% | $5,124-90.2% |