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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 | $39,029 | $64,705-39.7% | $62,929-38.0% | $67,986-42.6% |
| Participation rate | 21.7% | 65.6%-43.9pp | 73.1%-51.4pp | 57.2%-35.5pp |
| Annual return | 18.30% | 20.31%-2.0pp | 1063.93%-1045.6pp | 31.67%-13.4pp |
| Employer contribution / active EE | $624 | $2,376-73.7% | $2,505-75.1% | $2,019-69.1% |
| Participant deferral / active EE | $1,095 | $3,198-65.8% | $3,888-71.8% | $3,358-67.4% |
| Admin fee / account holder | $8,080 | $1,428+465.8% | $5,065+59.5% | $3,203+152.2% |