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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 | $45,054 | $85,171-47.1% | $172,753-73.9% | $72,976-38.3% |
| Participation rate | 64.5% | 70.1%-5.5pp | 82.6%-18.1pp | 69.5%-5.0pp |
| Annual return | 20.82% | 27.32%-6.5pp | 803.00%-782.2pp | 81.02%-60.2pp |
| Employer contribution / active EE | $952 | $3,324-71.4% | $5,144-81.5% | $2,440-61.0% |
| Participant deferral / active EE | $2,168 | $3,260-33.5% | $5,198-58.3% | $3,608-39.9% |
| Admin fee / account holder | $2,146 | $5,880-63.5% | $13,956-84.6% | $5,124-58.1% |