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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 | $16,713 | $85,171-80.4% | $172,753-90.3% | $72,976-77.1% |
| Participation rate | 40.3% | 70.1%-29.8pp | 82.6%-42.3pp | 69.5%-29.2pp |
| Annual return | 20.97% | 27.32%-6.4pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,347 | $3,324-59.5% | $5,144-73.8% | $2,440-44.8% |
| Participant deferral / active EE | $2,729 | $3,260-16.3% | $5,198-47.5% | $3,608-24.4% |
| Admin fee / account holder | $3,257 | $5,880-44.6% | $13,956-76.7% | $5,124-36.4% |