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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 | $38,129 | $41,150-7.3% | $80,607-52.7% | $71,495-46.7% |
| Participation rate | 17.2% | 50.3%-33.0pp | 67.0%-49.8pp | 67.9%-50.7pp |
| Annual return | 24.41% | 38.48%-14.1pp | 936.11%-911.7pp | 28.85%-4.4pp |
| Employer contribution / active EE | $615 | $1,515-59.4% | $2,724-77.4% | $2,589-76.3% |
| Participant deferral / active EE | $1,412 | $2,701-47.7% | $4,448-68.2% | $4,291-67.1% |
| Admin fee / account holder | $1,421 | $1,841-22.8% | $5,379-73.6% | $1,588-10.5% |