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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 | $40,211 | $85,171-52.8% | $172,753-76.7% | $72,976-44.9% |
| Participation rate | 67.1% | 70.1%-3.0pp | 82.6%-15.5pp | 69.5%-2.4pp |
| Annual return | 22.11% | 27.32%-5.2pp | 803.00%-780.9pp | 81.02%-58.9pp |
| Employer contribution / active EE | $575 | $3,324-82.7% | $5,144-88.8% | $2,440-76.5% |
| Participant deferral / active EE | $3,042 | $3,260-6.7% | $5,198-41.5% | $3,608-15.7% |
| Admin fee / account holder | $2,253 | $5,880-61.7% | $13,956-83.9% | $5,124-56.0% |