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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 | $30,650 | $45,123-32.1% | $85,240-64.0% | $74,478-58.8% |
| Participation rate | 21.2% | 49.4%-28.1pp | 67.5%-46.3pp | 67.2%-46.0pp |
| Annual return | 12.19% | 26.32%-14.1pp | 66.75%-54.6pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $228 | $1,459-84.3% | $2,735-91.6% | $2,626-91.3% |
| Participant deferral / active EE | $1,192 | $2,736-56.4% | $4,527-73.7% | $4,350-72.6% |
| Admin fee / account holder | $3,168 | $2,215+43.1% | $6,165-48.6% | $1,946+62.8% |