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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 | $34,459 | $54,729-37.0% | $86,235-60.0% | $71,529-51.8% |
| Participation rate | 47.3% | 60.1%-12.8pp | 69.0%-21.7pp | 67.9%-20.7pp |
| Annual return | 14.24% | 20.07%-5.8pp | 1170.03%-1155.8pp | 28.97%-14.7pp |
| Employer contribution / active EE | $2,108 | $1,267+66.3% | $2,381-11.5% | $2,590-18.6% |
| Participant deferral / active EE | $2,545 | $3,110-18.2% | $3,987-36.2% | $4,291-40.7% |
| Admin fee / account holder | $4,207 | $1,921+118.9% | $6,856-38.6% | $1,588+164.8% |