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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 | $28,224 | $85,169-66.9% | $172,755-83.7% | $72,983-61.3% |
| Participation rate | 62.2% | 70.1%-7.8pp | 82.6%-20.4pp | 69.5%-7.3pp |
| Annual return | 26.55% | 27.32%-0.8pp | 802.94%-776.4pp | 81.01%-54.5pp |
| Employer contribution / active EE | $758 | $3,324-77.2% | $5,144-85.3% | $2,440-68.9% |
| Participant deferral / active EE | $2,418 | $3,260-25.8% | $5,198-53.5% | $3,608-33.0% |
| Admin fee / account holder | $4,142 | $5,880-29.6% | $13,955-70.3% | $5,124-19.2% |