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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 | $34,696 | $85,169-59.3% | $172,755-79.9% | $72,983-52.5% |
| Participation rate | 67.2% | 70.1%-2.8pp | 82.6%-15.4pp | 69.5%-2.2pp |
| Annual return | 17.81% | 27.32%-9.5pp | 802.94%-785.1pp | 81.01%-63.2pp |
| Employer contribution / active EE | $705 | $3,324-78.8% | $5,144-86.3% | $2,440-71.1% |
| Participant deferral / active EE | $1,708 | $3,260-47.6% | $5,198-67.1% | $3,608-52.7% |
| Admin fee / account holder | $1,929 | $5,880-67.2% | $13,955-86.2% | $5,124-62.4% |