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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 | $30,652 | $61,125-49.9% | $94,057-67.4% | $87,485-65.0% |
| Participation rate | 42.3% | 64.1%-21.8pp | 73.3%-31.0pp | 68.9%-26.6pp |
| Annual return | 13.61% | 35.20%-21.6pp | 480.62%-467.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $988 | $2,136-53.8% | $2,933-66.3% | $2,596-62.0% |
| Participant deferral / active EE | $1,523 | $3,260-53.3% | $4,709-67.7% | $4,274-64.4% |
| Admin fee / account holder | $764 | $5,629-86.4% | $7,244-89.5% | $7,775-90.2% |