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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 | $29,895 | $59,006-49.3% | $97,260-69.3% | $74,459-59.9% |
| Participation rate | 21.5% | 63.7%-42.2pp | 72.7%-51.2pp | 67.2%-45.7pp |
| Annual return | 15.12% | 16.04%-0.9pp | 75.54%-60.4pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $514 | $1,894-72.9% | $2,721-81.1% | $2,626-80.4% |
| Participant deferral / active EE | $1,349 | $3,671-63.3% | $4,262-68.4% | $4,350-69.0% |
| Admin fee / account holder | $4,876 | $1,974+147.0% | $5,640-13.5% | $1,945+150.7% |