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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 | $29,445 | $85,171-65.4% | $172,753-83.0% | $72,976-59.7% |
| Participation rate | 28.9% | 70.1%-41.2pp | 82.6%-53.8pp | 69.5%-40.6pp |
| Annual return | 37.89% | 27.32%+10.6pp | 803.00%-765.1pp | 81.02%-43.1pp |
| Employer contribution / active EE | $665 | $3,324-80.0% | $5,144-87.1% | $2,440-72.7% |
| Participant deferral / active EE | $1,239 | $3,260-62.0% | $5,198-76.2% | $3,608-65.7% |
| Admin fee / account holder | $1,761 | $5,880-70.1% | $13,956-87.4% | $5,124-65.6% |