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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 | $30,683 | $63,342-51.6% | $92,236-66.7% | $70,131-56.2% |
| Participation rate | 57.6% | 68.7%-11.1pp | 76.5%-18.9pp | 69.5%-12.0pp |
| Annual return | 13.90% | 530.15%-516.3pp | 176.29%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $798 | $2,471-67.7% | $3,679-78.3% | $2,342-65.9% |
| Participant deferral / active EE | $1,995 | $2,854-30.1% | $3,897-48.8% | $3,332-40.1% |
| Admin fee / account holder | $1,930 | $3,840-49.7% | $5,194-62.8% | $4,645-58.4% |