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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 | $36,557 | $54,717-33.2% | $86,216-57.6% | $71,511-48.9% |
| Participation rate | 38.4% | 60.1%-21.7pp | 69.0%-30.6pp | 67.9%-29.6pp |
| Annual return | 17.95% | 20.07%-2.1pp | 1169.42%-1151.5pp | 28.86%-10.9pp |
| Employer contribution / active EE | $361 | $1,267-71.5% | $2,382-84.8% | $2,589-86.0% |
| Participant deferral / active EE | $1,942 | $3,110-37.6% | $3,986-51.3% | $4,291-54.7% |
| Admin fee / account holder | $2,036 | $1,922+5.9% | $6,853-70.3% | $1,588+28.1% |