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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 | $30,856 | $50,554-39.0% | $67,681-54.4% | $87,485-64.7% |
| Participation rate | 48.6% | 67.7%-19.1pp | 73.7%-25.2pp | 68.9%-20.4pp |
| Annual return | 20.95% | 17.81%+3.1pp | 590.58%-569.6pp | 26.06%-5.1pp |
| Employer contribution / active EE | $1,088 | $1,988-45.3% | $2,678-59.4% | $2,596-58.1% |
| Participant deferral / active EE | $2,386 | $2,961-19.4% | $3,976-40.0% | $4,274-44.2% |
| Admin fee / account holder | $366 | $4,132-91.1% | $6,100-94.0% | $7,775-95.3% |