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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 | $30,908 | $47,479-34.9% | $62,929-50.9% | $82,448-62.5% |
| Participation rate | 61.1% | 66.9%-5.8pp | 73.1%-12.0pp | 68.1%-7.0pp |
| Annual return | 15.89% | 20.34%-4.5pp | 1063.93%-1048.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,201 | $1,885-36.3% | $2,505-52.0% | $2,551-52.9% |
| Participant deferral / active EE | $2,497 | $2,870-13.0% | $3,888-35.8% | $4,139-39.7% |
| Admin fee / account holder | $1,463 | $3,804-61.5% | $5,065-71.1% | $7,234-79.8% |