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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 | $33,616 | $61,125-45.0% | $94,057-64.3% | $87,485-61.6% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.3%-23.3pp | 68.9%-18.9pp |
| Annual return | 18.55% | 35.20%-16.6pp | 480.62%-462.1pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,871 | $2,136-12.4% | $2,933-36.2% | $2,596-27.9% |
| Participant deferral / active EE | $2,336 | $3,260-28.3% | $4,709-50.4% | $4,274-45.3% |
| Admin fee / account holder | $1,118 | $5,629-80.1% | $7,244-84.6% | $7,775-85.6% |