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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 | $18,209 | $85,169-78.6% | $172,755-89.5% | $72,983-75.0% |
| Participation rate | 30.3% | 70.1%-39.8pp | 82.6%-52.3pp | 69.5%-39.2pp |
| Annual return | 35.68% | 27.32%+8.4pp | 802.94%-767.3pp | 81.01%-45.3pp |
| Employer contribution / active EE | $1,551 | $3,324-53.3% | $5,144-69.9% | $2,440-36.4% |
| Participant deferral / active EE | $2,323 | $3,260-28.7% | $5,198-55.3% | $3,608-35.6% |
| Admin fee / account holder | $611 | $5,880-89.6% | $13,955-95.6% | $5,124-88.1% |