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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 | $26,874 | $85,171-68.4% | $172,753-84.4% | $72,976-63.2% |
| Participation rate | 61.0% | 70.1%-9.1pp | 82.6%-21.7pp | 69.5%-8.5pp |
| Annual return | 17.81% | 27.32%-9.5pp | 803.00%-785.2pp | 81.02%-63.2pp |
| Employer contribution / active EE | $749 | $3,324-77.5% | $5,144-85.4% | $2,440-69.3% |
| Participant deferral / active EE | $953 | $3,260-70.8% | $5,198-81.7% | $3,608-73.6% |
| Admin fee / account holder | $606 | $5,880-89.7% | $13,956-95.7% | $5,124-88.2% |