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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 | $33,644 | $49,896-32.6% | $80,627-58.3% | $75,173-55.2% |
| Participation rate | 32.0% | 55.3%-23.3pp | 67.0%-35.0pp | 67.2%-35.2pp |
| Annual return | 15.20% | 34.67%-19.5pp | 936.76%-921.6pp | 160.72%-145.5pp |
| Employer contribution / active EE | $587 | $1,699-65.5% | $2,723-78.4% | $2,671-78.0% |
| Participant deferral / active EE | $1,050 | $2,992-64.9% | $4,443-76.4% | $4,126-74.5% |
| Admin fee / account holder | $6,811 | $3,578+90.4% | $5,381+26.6% | $5,651+20.5% |