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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 | $57,644 | $65,566-12.1% | $86,235-33.2% | $75,177-23.3% |
| Participation rate | 54.7% | 60.5%-5.8pp | 69.0%-14.2pp | 67.2%-12.5pp |
| Annual return | 17.07% | 46.07%-29.0pp | 1170.03%-1153.0pp | 160.75%-143.7pp |
| Employer contribution / active EE | $607 | $1,553-60.9% | $2,381-74.5% | $2,671-77.3% |
| Participant deferral / active EE | $2,050 | $3,023-32.2% | $3,987-48.6% | $4,126-50.3% |
| Admin fee / account holder | $6,613 | $5,470+20.9% | $6,856-3.5% | $5,651+17.0% |