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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 | $34,250 | $61,125-44.0% | $94,057-63.6% | $87,485-60.9% |
| Participation rate | 52.8% | 64.1%-11.2pp | 73.3%-20.5pp | 68.9%-16.1pp |
| Annual return | 19.15% | 35.20%-16.0pp | 480.62%-461.5pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,139 | $2,136-46.7% | $2,933-61.2% | $2,596-56.1% |
| Participant deferral / active EE | $2,839 | $3,260-12.9% | $4,709-39.7% | $4,274-33.6% |
| Admin fee / account holder | $2,410 | $5,629-57.2% | $7,244-66.7% | $7,775-69.0% |