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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 | $26,733 | $85,171-68.6% | $172,752-84.5% | $72,975-63.4% |
| Participation rate | 61.8% | 70.1%-8.3pp | 82.6%-20.9pp | 69.5%-7.7pp |
| Annual return | 21.81% | 27.32%-5.5pp | 802.97%-781.2pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,533 | $3,324-53.9% | $5,144-70.2% | $2,440-37.2% |
| Participant deferral / active EE | $3,714 | $3,260+13.9% | $5,198-28.5% | $3,608+2.9% |
| Admin fee / account holder | $949 | $5,880-83.9% | $13,955-93.2% | $5,124-81.5% |