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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 | $32,990 | $60,504-45.5% | $81,882-59.7% | $74,478-55.7% |
| Participation rate | 50.7% | 62.9%-12.2pp | 72.4%-21.7pp | 67.2%-16.5pp |
| Annual return | 15.79% | 16.91%-1.1pp | 779.47%-763.7pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,015 | $2,627-61.4% | $2,916-65.2% | $2,626-61.4% |
| Participant deferral / active EE | $1,708 | $3,400-49.7% | $4,323-60.5% | $4,350-60.7% |
| Admin fee / account holder | $1,681 | $1,492+12.7% | $7,360-77.2% | $1,946-13.6% |