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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 | $32,121 | $85,171-62.3% | $172,752-81.4% | $72,975-56.0% |
| Participation rate | 50.6% | 70.1%-19.5pp | 82.6%-32.1pp | 69.5%-18.9pp |
| Annual return | 22.99% | 27.32%-4.3pp | 802.97%-780.0pp | 81.01%-58.0pp |
| Employer contribution / active EE | $1,097 | $3,324-67.0% | $5,144-78.7% | $2,440-55.0% |
| Participant deferral / active EE | $1,235 | $3,260-62.1% | $5,198-76.2% | $3,608-65.8% |
| Admin fee / account holder | $1,662 | $5,880-71.7% | $13,955-88.1% | $5,124-67.6% |