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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 | $25,615 | $63,346-59.6% | $92,240-72.2% | $70,126-63.5% |
| Participation rate | 44.4% | 68.7%-24.2pp | 76.5%-32.0pp | 69.5%-25.1pp |
| Annual return | 14.73% | 530.19%-515.5pp | 176.29%-161.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,345 | $2,471-45.6% | $3,680-63.4% | $2,343-42.6% |
| Participant deferral / active EE | $3,586 | $2,854+25.7% | $3,897-8.0% | $3,332+7.6% |
| Admin fee / account holder | $2,364 | $3,841-38.5% | $5,194-54.5% | $4,645-49.1% |