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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 | $30,712 | $36,002-14.7% | $161,489-81.0% | $64,728-52.6% |
| Participation rate | 21.7% | 57.4%-35.7pp | 78.7%-57.0pp | 57.9%-36.2pp |
| Annual return | 18.79% | 33.93%-15.1pp | 89.72%-70.9pp | 49.38%-30.6pp |
| Employer contribution / active EE | $478 | $1,380-65.3% | $4,268-88.8% | $2,243-78.7% |
| Participant deferral / active EE | $823 | $1,815-54.7% | $5,630-85.4% | $2,729-69.9% |
| Admin fee / account holder | $3,125 | $931+235.8% | $16,006-80.5% | $1,145+172.9% |