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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 | $16,589 | $85,171-80.5% | $172,752-90.4% | $72,975-77.3% |
| Participation rate | 44.7% | 70.1%-25.4pp | 82.6%-38.0pp | 69.5%-24.8pp |
| Annual return | 20.38% | 27.32%-6.9pp | 802.97%-782.6pp | 81.01%-60.6pp |
| Employer contribution / active EE | $533 | $3,324-84.0% | $5,144-89.6% | $2,440-78.2% |
| Participant deferral / active EE | $2,037 | $3,260-37.5% | $5,198-60.8% | $3,608-43.5% |
| Admin fee / account holder | $3,489 | $5,880-40.7% | $13,955-75.0% | $5,124-31.9% |