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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 | $35,126 | $55,437-36.6% | $155,534-77.4% | $74,459-52.8% |
| Participation rate | 44.6% | 61.9%-17.3pp | 78.2%-33.6pp | 67.2%-22.6pp |
| Annual return | 11.86% | 269.58%-257.7pp | 64.92%-53.1pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $475 | $2,266-79.1% | $4,675-89.8% | $2,626-81.9% |
| Participant deferral / active EE | $1,314 | $2,837-53.7% | $5,630-76.7% | $4,350-69.8% |
| Admin fee / account holder | $5,906 | $1,742+238.9% | $15,900-62.9% | $1,945+203.7% |