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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 | $29,376 | $226,135-87.0% | $182,558-83.9% | $152,909-80.8% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 17.94% | 192.60%-174.7pp | 148.59%-130.6pp | 345.46%-327.5pp |
| Employer contribution / active EE | $709 | $4,979-85.8% | $4,076-82.6% | $4,764-85.1% |
| Participant deferral / active EE | $2,322 | $6,371-63.6% | $5,526-58.0% | $5,851-60.3% |
| Admin fee / account holder | $4,367 | $10,707-59.2% | $8,594-49.2% | $11,601-62.4% |