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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 | $37,008 | $85,171-56.5% | $172,753-78.6% | $72,976-49.3% |
| Participation rate | 65.1% | 70.1%-4.9pp | 82.6%-17.5pp | 69.5%-4.4pp |
| Annual return | 20.05% | 27.32%-7.3pp | 803.00%-783.0pp | 81.02%-61.0pp |
| Employer contribution / active EE | $982 | $3,324-70.5% | $5,144-80.9% | $2,440-59.8% |
| Participant deferral / active EE | $1,239 | $3,260-62.0% | $5,198-76.2% | $3,608-65.7% |
| Admin fee / account holder | $1,828 | $5,880-68.9% | $13,956-86.9% | $5,124-64.3% |