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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 | $16,651 | $85,171-80.4% | $172,753-90.4% | $72,976-77.2% |
| Participation rate | 61.0% | 70.1%-9.1pp | 82.6%-21.7pp | 69.5%-8.5pp |
| Annual return | 21.21% | 27.32%-6.1pp | 803.00%-781.8pp | 81.02%-59.8pp |
| Employer contribution / active EE | $518 | $3,324-84.4% | $5,144-89.9% | $2,440-78.8% |
| Participant deferral / active EE | $2,096 | $3,260-35.7% | $5,198-59.7% | $3,608-41.9% |
| Admin fee / account holder | $1,321 | $5,880-77.5% | $13,956-90.5% | $5,124-74.2% |