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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 | $30,885 | $45,566-32.2% | $64,105-51.8% | $59,633-48.2% |
| Participation rate | 37.2% | 60.2%-23.0pp | 68.2%-31.0pp | 68.7%-31.5pp |
| Annual return | 10.88% | 4.95%+5.9pp | 791.24%-780.4pp | 2041.45%-2030.6pp |
| Employer contribution / active EE | $438 | $934-53.1% | $1,820-75.9% | $2,203-80.1% |
| Participant deferral / active EE | $1,217 | $2,057-40.8% | $2,822-56.9% | $3,192-61.9% |
| Admin fee / account holder | $1,171 | $3,268-64.2% | $4,499-74.0% | $4,297-72.7% |