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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 | $70,338 | $85,171-17.4% | $172,752-59.3% | $72,975-3.6% |
| Participation rate | 40.3% | 70.1%-29.8pp | 82.6%-42.4pp | 69.5%-29.2pp |
| Annual return | 26.10% | 27.32%-1.2pp | 802.97%-776.9pp | 81.01%-54.9pp |
| Employer contribution / active EE | $832 | $3,324-75.0% | $5,144-83.8% | $2,440-65.9% |
| Participant deferral / active EE | $1,422 | $3,260-56.4% | $5,198-72.6% | $3,608-60.6% |
| Admin fee / account holder | $3,283 | $5,880-44.2% | $13,955-76.5% | $5,124-35.9% |