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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 | $55,446-45.6% | $155,574-80.6% | $74,429-59.4% |
| Participation rate | 32.6% | 61.9%-29.3pp | 78.2%-45.6pp | 67.2%-34.6pp |
| Annual return | 14.23% | 269.20%-255.0pp | 64.87%-50.6pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $447 | $2,266-80.3% | $4,676-90.4% | $2,625-83.0% |
| Participant deferral / active EE | $1,914 | $2,836-32.5% | $5,629-66.0% | $4,348-56.0% |
| Admin fee / account holder | $5,852 | $1,743+235.7% | $15,914-63.2% | $1,944+201.0% |