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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 | $41,461 | $85,171-51.3% | $172,752-76.0% | $72,975-43.2% |
| Participation rate | 59.6% | 70.1%-10.5pp | 82.6%-23.1pp | 69.5%-9.9pp |
| Annual return | 20.87% | 27.32%-6.5pp | 802.97%-782.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $834 | $3,324-74.9% | $5,144-83.8% | $2,440-65.8% |
| Participant deferral / active EE | $1,998 | $3,260-38.7% | $5,198-61.6% | $3,608-44.6% |
| Admin fee / account holder | $852 | $5,880-85.5% | $13,955-93.9% | $5,124-83.4% |