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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 | $27,474 | $85,171-67.7% | $172,752-84.1% | $72,975-62.4% |
| Participation rate | 36.0% | 70.1%-34.1pp | 82.6%-46.6pp | 69.5%-33.5pp |
| Annual return | 20.55% | 27.32%-6.8pp | 802.97%-782.4pp | 81.01%-60.5pp |
| Employer contribution / active EE | $944 | $3,324-71.6% | $5,144-81.7% | $2,440-61.3% |
| Participant deferral / active EE | $1,296 | $3,260-60.3% | $5,198-75.1% | $3,608-64.1% |
| Admin fee / account holder | $4,084 | $5,880-30.5% | $13,955-70.7% | $5,124-20.3% |