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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 | $27,178 | $85,171-68.1% | $172,752-84.3% | $72,975-62.8% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 21.84% | 27.32%-5.5pp | 802.97%-781.1pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,720 | $3,324-48.3% | $5,144-66.6% | $2,440-29.5% |
| Participant deferral / active EE | $2,423 | $3,260-25.7% | $5,198-53.4% | $3,608-32.8% |
| Admin fee / account holder | $1,168 | $5,880-80.1% | $13,955-91.6% | $5,124-77.2% |