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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 | $21,413 | $85,171-74.9% | $172,752-87.6% | $72,975-70.7% |
| Participation rate | 31.0% | 70.1%-39.0pp | 82.6%-51.6pp | 69.5%-38.5pp |
| Annual return | 55.27% | 27.32%+27.9pp | 802.97%-747.7pp | 81.01%-25.7pp |
| Employer contribution / active EE | $834 | $3,324-74.9% | $5,144-83.8% | $2,440-65.8% |
| Participant deferral / active EE | $2,328 | $3,260-28.6% | $5,198-55.2% | $3,608-35.5% |
| Admin fee / account holder | $303 | $5,880-94.8% | $13,955-97.8% | $5,124-94.1% |