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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 | $35,499 | $85,171-58.3% | $172,752-79.5% | $72,975-51.4% |
| Participation rate | 59.0% | 70.1%-11.0pp | 82.6%-23.6pp | 69.5%-10.5pp |
| Annual return | 23.33% | 27.32%-4.0pp | 802.97%-779.6pp | 81.01%-57.7pp |
| Employer contribution / active EE | $896 | $3,324-73.1% | $5,144-82.6% | $2,440-63.3% |
| Participant deferral / active EE | $2,647 | $3,260-18.8% | $5,198-49.1% | $3,608-26.6% |
| Admin fee / account holder | $1,669 | $5,880-71.6% | $13,955-88.0% | $5,124-67.4% |