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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 | $24,835 | $58,275-57.4% | $81,844-69.7% | $80,935-69.3% |
| Participation rate | 42.7% | 63.5%-20.8pp | 72.4%-29.7pp | 67.7%-25.0pp |
| Annual return | 17.75% | 41.82%-24.1pp | 778.87%-761.1pp | 35.66%-17.9pp |
| Employer contribution / active EE | $629 | $2,346-73.2% | $2,916-78.4% | $2,757-77.2% |
| Participant deferral / active EE | $2,010 | $3,285-38.8% | $4,323-53.5% | $4,299-53.3% |
| Admin fee / account holder | $7,167 | $4,749+50.9% | $7,355-2.6% | $6,924+3.5% |