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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 | $35,469 | $55,423-36.0% | $155,602-77.2% | $74,400-52.3% |
| Participation rate | 26.1% | 61.9%-35.8pp | 78.2%-52.1pp | 67.2%-41.1pp |
| Annual return | 16.43% | 269.07%-252.6pp | 64.81%-48.4pp | 1367.51%-1351.1pp |
| Employer contribution / active EE | $631 | $2,266-72.2% | $4,675-86.5% | $2,624-76.0% |
| Participant deferral / active EE | $1,086 | $2,835-61.7% | $5,629-80.7% | $4,348-75.0% |
| Admin fee / account holder | $1,890 | $1,744+8.3% | $15,923-88.1% | $1,944-2.8% |