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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 | $55,798 | $70,666-21.0% | $169,385-67.1% | $75,181-25.8% |
| Participation rate | 39.4% | 64.8%-25.4pp | 77.2%-37.8pp | 67.2%-27.8pp |
| Annual return | 18.36% | 36.37%-18.0pp | 405.82%-387.5pp | 160.69%-142.3pp |
| Employer contribution / active EE | $905 | $2,210-59.1% | $4,012-77.4% | $2,671-66.1% |
| Participant deferral / active EE | $1,689 | $4,308-60.8% | $6,221-72.8% | $4,126-59.1% |
| Admin fee / account holder | $400 | $5,402-92.6% | $9,011-95.6% | $5,650-92.9% |