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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 | $43,930 | $47,479-7.5% | $62,929-30.2% | $82,448-46.7% |
| Participation rate | 15.3% | 66.9%-51.6pp | 73.1%-57.8pp | 68.1%-52.8pp |
| Annual return | 19.46% | 20.34%-0.9pp | 1063.93%-1044.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $348 | $1,885-81.5% | $2,505-86.1% | $2,551-86.4% |
| Participant deferral / active EE | $825 | $2,870-71.3% | $3,888-78.8% | $4,139-80.1% |
| Admin fee / account holder | $4,548 | $3,804+19.6% | $5,065-10.2% | $7,234-37.1% |