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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 | $57,450 | $85,171-32.5% | $172,753-66.7% | $72,976-21.3% |
| Participation rate | 62.1% | 70.1%-8.0pp | 82.6%-20.6pp | 69.5%-7.4pp |
| Annual return | 20.62% | 27.32%-6.7pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $809 | $3,324-75.7% | $5,144-84.3% | $2,440-66.8% |
| Participant deferral / active EE | $1,422 | $3,260-56.4% | $5,198-72.6% | $3,608-60.6% |
| Admin fee / account holder | $2,178 | $5,880-63.0% | $13,956-84.4% | $5,124-57.5% |