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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 | $34,683 | $85,766-59.6% | $136,298-74.6% | $70,126-50.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 17.65% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,238 | $2,966-58.2% | $4,696-73.6% | $2,343-47.1% |
| Participant deferral / active EE | $3,795 | $5,051-24.9% | $6,247-39.3% | $3,332+13.9% |
| Admin fee / account holder | $851 | $5,421-84.3% | $9,244-90.8% | $4,645-81.7% |