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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 | $17,243 | $85,171-79.8% | $172,752-90.0% | $72,975-76.4% |
| Participation rate | 65.4% | 70.1%-4.7pp | 82.6%-17.3pp | 69.5%-4.1pp |
| Annual return | 25.27% | 27.32%-2.1pp | 802.97%-777.7pp | 81.01%-55.7pp |
| Employer contribution / active EE | $1,118 | $3,324-66.4% | $5,144-78.3% | $2,440-54.2% |
| Participant deferral / active EE | $2,271 | $3,260-30.3% | $5,198-56.3% | $3,608-37.1% |
| Admin fee / account holder | $3,755 | $5,880-36.1% | $13,955-73.1% | $5,124-26.7% |