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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 | $22,983 | $85,171-73.0% | $172,752-86.7% | $72,975-68.5% |
| Participation rate | 50.6% | 70.1%-19.4pp | 82.6%-32.0pp | 69.5%-18.9pp |
| Annual return | 25.87% | 27.32%-1.5pp | 802.97%-777.1pp | 81.01%-55.1pp |
| Employer contribution / active EE | $504 | $3,324-84.8% | $5,144-90.2% | $2,440-79.3% |
| Participant deferral / active EE | $4,153 | $3,260+27.4% | $5,198-20.1% | $3,608+15.1% |
| Admin fee / account holder | $1,319 | $5,880-77.6% | $13,955-90.5% | $5,124-74.3% |