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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 | $48,009 | $85,171-43.6% | $172,752-72.2% | $72,975-34.2% |
| Participation rate | 25.8% | 70.1%-44.3pp | 82.6%-56.8pp | 69.5%-43.7pp |
| Annual return | 22.40% | 27.32%-4.9pp | 802.97%-780.6pp | 81.01%-58.6pp |
| Employer contribution / active EE | $470 | $3,324-85.8% | $5,144-90.9% | $2,440-80.7% |
| Participant deferral / active EE | $1,507 | $3,260-53.8% | $5,198-71.0% | $3,608-58.2% |
| Admin fee / account holder | $1,174 | $5,880-80.0% | $13,955-91.6% | $5,124-77.1% |