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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 | $31,260 | $85,171-63.3% | $172,752-81.9% | $72,975-57.2% |
| Participation rate | 28.1% | 70.1%-42.0pp | 82.6%-54.6pp | 69.5%-41.4pp |
| Annual return | 21.69% | 27.32%-5.6pp | 802.97%-781.3pp | 81.01%-59.3pp |
| Employer contribution / active EE | $568 | $3,324-82.9% | $5,144-89.0% | $2,440-76.7% |
| Participant deferral / active EE | $1,866 | $3,260-42.8% | $5,198-64.1% | $3,608-48.3% |
| Admin fee / account holder | $792 | $5,880-86.5% | $13,955-94.3% | $5,124-84.5% |