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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 | $30,215 | $85,766-64.8% | $136,297-77.8% | $70,124-56.9% |
| Participation rate | 62.7% | 74.2%-11.4pp | 81.9%-19.2pp | 69.5%-6.8pp |
| Annual return | 18.89% | 31.45%-12.6pp | 5156.19%-5137.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,221 | $2,966-58.8% | $4,696-74.0% | $2,342-47.9% |
| Participant deferral / active EE | $2,561 | $5,051-49.3% | $6,247-59.0% | $3,332-23.1% |
| Admin fee / account holder | $872 | $5,420-83.9% | $9,244-90.6% | $4,645-81.2% |