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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 | $41,891 | $85,206-50.8% | $172,745-75.7% | $72,986-42.6% |
| Participation rate | 64.4% | 70.1%-5.7pp | 82.6%-18.2pp | 69.5%-5.1pp |
| Annual return | 25.32% | 27.32%-2.0pp | 802.90%-777.6pp | 81.01%-55.7pp |
| Employer contribution / active EE | $1,010 | $3,325-69.6% | $5,144-80.4% | $2,440-58.6% |
| Participant deferral / active EE | $1,752 | $3,260-46.2% | $5,197-66.3% | $3,607-51.4% |
| Admin fee / account holder | $2,209 | $5,883-62.4% | $13,954-84.2% | $5,124-56.9% |