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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 | $39,135 | $45,126-13.3% | $85,187-54.1% | $74,459-47.4% |
| Participation rate | 15.8% | 49.4%-33.6pp | 67.5%-51.7pp | 67.2%-51.4pp |
| Annual return | 15.38% | 26.30%-10.9pp | 66.67%-51.3pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $342 | $1,460-76.6% | $2,732-87.5% | $2,626-87.0% |
| Participant deferral / active EE | $713 | $2,738-74.0% | $4,525-84.2% | $4,350-83.6% |
| Admin fee / account holder | $3,372 | $2,212+52.5% | $6,162-45.3% | $1,945+73.4% |