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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 | $28,616 | $85,171-66.4% | $172,752-83.4% | $72,975-60.8% |
| Participation rate | 64.5% | 70.1%-5.5pp | 82.6%-18.1pp | 69.5%-5.0pp |
| Annual return | 24.24% | 27.32%-3.1pp | 802.97%-778.7pp | 81.01%-56.8pp |
| Employer contribution / active EE | $2,190 | $3,324-34.1% | $5,144-57.4% | $2,440-10.3% |
| Participant deferral / active EE | $2,701 | $3,260-17.1% | $5,198-48.0% | $3,608-25.1% |
| Admin fee / account holder | $414 | $5,880-93.0% | $13,955-97.0% | $5,124-91.9% |