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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 | $30,187 | $55,470-45.6% | $155,556-80.6% | $74,478-59.5% |
| Participation rate | 32.6% | 61.9%-29.3pp | 78.2%-45.7pp | 67.2%-34.7pp |
| Annual return | 14.23% | 269.80%-255.6pp | 64.84%-50.6pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $447 | $2,267-80.3% | $4,675-90.4% | $2,626-83.0% |
| Participant deferral / active EE | $1,914 | $2,838-32.6% | $5,631-66.0% | $4,350-56.0% |
| Admin fee / account holder | $5,852 | $1,744+235.5% | $15,885-63.2% | $1,946+200.7% |