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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 | $55,727 | $85,171-34.6% | $172,752-67.7% | $72,975-23.6% |
| Participation rate | 35.7% | 70.1%-34.3pp | 82.6%-46.9pp | 69.5%-33.8pp |
| Annual return | 16.33% | 27.32%-11.0pp | 802.97%-786.6pp | 81.01%-64.7pp |
| Employer contribution / active EE | $737 | $3,324-77.8% | $5,144-85.7% | $2,440-69.8% |
| Participant deferral / active EE | $3,019 | $3,260-7.4% | $5,198-41.9% | $3,608-16.3% |
| Admin fee / account holder | $618 | $5,880-89.5% | $13,955-95.6% | $5,124-87.9% |