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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 | $40,154 | $85,171-52.9% | $172,752-76.8% | $72,975-45.0% |
| Participation rate | 62.7% | 70.1%-7.4pp | 82.6%-20.0pp | 69.5%-6.8pp |
| Annual return | 23.19% | 27.32%-4.1pp | 802.97%-779.8pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,028 | $3,324-69.1% | $5,144-80.0% | $2,440-57.9% |
| Participant deferral / active EE | $2,242 | $3,260-31.2% | $5,198-56.9% | $3,608-37.8% |
| Admin fee / account holder | $316 | $5,880-94.6% | $13,955-97.7% | $5,124-93.8% |