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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 | $22,670 | $85,171-73.4% | $172,752-86.9% | $72,975-68.9% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 22.26% | 27.32%-5.1pp | 802.97%-780.7pp | 81.01%-58.8pp |
| Employer contribution / active EE | $644 | $3,324-80.6% | $5,144-87.5% | $2,440-73.6% |
| Participant deferral / active EE | $1,960 | $3,260-39.9% | $5,198-62.3% | $3,608-45.7% |
| Admin fee / account holder | $2,018 | $5,880-65.7% | $13,955-85.5% | $5,124-60.6% |