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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 | $30,996 | $58,888-47.4% | $178,499-82.6% | $73,493-57.8% |
| Participation rate | 43.9% | 66.2%-22.4pp | 81.9%-38.1pp | 70.7%-26.8pp |
| Annual return | 15.56% | 24.86%-9.3pp | 151.10%-135.5pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,189 | $2,236-46.8% | $5,011-76.3% | $2,270-47.6% |
| Participant deferral / active EE | $2,637 | $2,568+2.7% | $5,202-49.3% | $3,740-29.5% |
| Admin fee / account holder | $8,187 | $400+1945.1% | $13,986-41.5% | $513+1495.7% |