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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 | $21,050 | $85,169-75.3% | $172,755-87.8% | $72,983-71.2% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 20.58% | 27.32%-6.7pp | 802.94%-782.4pp | 81.01%-60.4pp |
| Employer contribution / active EE | $752 | $3,324-77.4% | $5,144-85.4% | $2,440-69.2% |
| Participant deferral / active EE | $1,234 | $3,260-62.1% | $5,198-76.3% | $3,608-65.8% |
| Admin fee / account holder | $3,021 | $5,880-48.6% | $13,955-78.4% | $5,124-41.1% |