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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 | $27,236 | $47,479-42.6% | $62,929-56.7% | $82,448-67.0% |
| Participation rate | 46.8% | 66.9%-20.1pp | 73.1%-26.3pp | 68.1%-21.3pp |
| Annual return | 21.50% | 20.34%+1.2pp | 1063.93%-1042.4pp | 41.64%-20.1pp |
| Employer contribution / active EE | $911 | $1,885-51.7% | $2,505-63.6% | $2,551-64.3% |
| Participant deferral / active EE | $1,384 | $2,870-51.8% | $3,888-64.4% | $4,139-66.6% |
| Admin fee / account holder | $1,539 | $3,804-59.5% | $5,065-69.6% | $7,234-78.7% |