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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 | $22,780 | $85,171-73.3% | $172,752-86.8% | $72,975-68.8% |
| Participation rate | 31.0% | 70.1%-39.0pp | 82.6%-51.6pp | 69.5%-38.5pp |
| Annual return | 26.64% | 27.32%-0.7pp | 802.97%-776.3pp | 81.01%-54.4pp |
| Employer contribution / active EE | $569 | $3,324-82.9% | $5,144-88.9% | $2,440-76.7% |
| Participant deferral / active EE | $2,074 | $3,260-36.4% | $5,198-60.1% | $3,608-42.5% |
| Admin fee / account holder | $1,165 | $5,880-80.2% | $13,955-91.7% | $5,124-77.3% |