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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 | $19,031 | $47,479-59.9% | $62,929-69.8% | $82,448-76.9% |
| Participation rate | 42.2% | 66.9%-24.6pp | 73.1%-30.9pp | 68.1%-25.8pp |
| Annual return | 22.44% | 20.34%+2.1pp | 1063.93%-1041.5pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,354 | $1,885-28.2% | $2,505-45.9% | $2,551-46.9% |
| Participant deferral / active EE | $1,439 | $2,870-49.9% | $3,888-63.0% | $4,139-65.2% |
| Admin fee / account holder | $4,281 | $3,804+12.5% | $5,065-15.5% | $7,234-40.8% |