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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 | $29,562 | $85,169-65.3% | $172,755-82.9% | $72,983-59.5% |
| Participation rate | 58.2% | 70.1%-11.8pp | 82.6%-24.4pp | 69.5%-11.3pp |
| Annual return | 25.12% | 27.32%-2.2pp | 802.94%-777.8pp | 81.01%-55.9pp |
| Employer contribution / active EE | $526 | $3,324-84.2% | $5,144-89.8% | $2,440-78.4% |
| Participant deferral / active EE | $1,709 | $3,260-47.6% | $5,198-67.1% | $3,608-52.6% |
| Admin fee / account holder | $1,385 | $5,880-76.4% | $13,955-90.1% | $5,124-73.0% |