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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 | $20,544 | $85,171-75.9% | $172,752-88.1% | $72,975-71.8% |
| Participation rate | 39.7% | 70.1%-30.4pp | 82.6%-43.0pp | 69.5%-29.8pp |
| Annual return | 22.48% | 27.32%-4.8pp | 802.97%-780.5pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,174 | $3,324-64.7% | $5,144-77.2% | $2,440-51.9% |
| Participant deferral / active EE | $1,344 | $3,260-58.8% | $5,198-74.1% | $3,608-62.7% |
| Admin fee / account holder | $1,859 | $5,880-68.4% | $13,955-86.7% | $5,124-63.7% |