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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 | $19,548 | $85,169-77.0% | $172,755-88.7% | $72,983-73.2% |
| Participation rate | 47.1% | 70.1%-23.0pp | 82.6%-35.6pp | 69.5%-22.4pp |
| Annual return | 30.76% | 27.32%+3.4pp | 802.94%-772.2pp | 81.01%-50.3pp |
| Employer contribution / active EE | $723 | $3,324-78.3% | $5,144-86.0% | $2,440-70.4% |
| Participant deferral / active EE | $2,291 | $3,260-29.7% | $5,198-55.9% | $3,608-36.5% |
| Admin fee / account holder | $2,289 | $5,880-61.1% | $13,955-83.6% | $5,124-55.3% |