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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 | $29,436 | $63,346-53.5% | $92,240-68.1% | $70,126-58.0% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 22.95% | 530.19%-507.2pp | 176.29%-153.3pp | 73.15%-50.2pp |
| Employer contribution / active EE | $932 | $2,471-62.3% | $3,680-74.7% | $2,343-60.2% |
| Participant deferral / active EE | $2,323 | $2,854-18.6% | $3,897-40.4% | $3,332-30.3% |
| Admin fee / account holder | $3,156 | $3,841-17.8% | $5,194-39.2% | $4,645-32.1% |