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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 | $48,458 | $118,875-59.2% | $96,572-49.8% | $167,553-71.1% |
| Participation rate | 37.5% | 75.5%-38.0pp | 69.8%-32.3pp | 82.1%-44.6pp |
| Annual return | 16.04% | 50.50%-34.5pp | 37.79%-21.8pp | 478.89%-462.9pp |
| Employer contribution / active EE | $514 | $3,121-83.5% | $2,357-78.2% | $4,840-89.4% |
| Participant deferral / active EE | $2,147 | $4,617-53.5% | $3,850-44.2% | $6,343-66.1% |
| Admin fee / account holder | $796 | $8,070-90.1% | $6,183-87.1% | $12,316-93.5% |