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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 | $26,231 | $77,638-66.2% | $156,551-83.2% | $62,881-58.3% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | 116.92% | 50.33%+66.6pp | 32.23%+84.7pp | 20.14%+96.8pp |
| Employer contribution / active EE | $669 | $3,444-80.6% | $5,501-87.8% | $2,281-70.7% |
| Participant deferral / active EE | $1,036 | $3,046-66.0% | $4,871-78.7% | $3,203-67.6% |
| Admin fee / account holder | $1,435 | $5,561-74.2% | $13,028-89.0% | $4,296-66.6% |