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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 | $58,540 | $85,171-31.3% | $172,753-66.1% | $72,976-19.8% |
| Participation rate | 42.2% | 70.1%-27.8pp | 82.6%-40.4pp | 69.5%-27.3pp |
| Annual return | 23.85% | 27.32%-3.5pp | 803.00%-779.1pp | 81.02%-57.2pp |
| Employer contribution / active EE | $649 | $3,324-80.5% | $5,144-87.4% | $2,440-73.4% |
| Participant deferral / active EE | $3,057 | $3,260-6.2% | $5,198-41.2% | $3,608-15.3% |
| Admin fee / account holder | $2,968 | $5,880-49.5% | $13,956-78.7% | $5,124-42.1% |