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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 | $34,416 | $46,722-26.3% | $130,660-73.7% | $65,185-47.2% |
| Participation rate | 46.4% | 60.9%-14.5pp | 71.7%-25.3pp | 70.2%-23.8pp |
| Annual return | 25.67% | 24.17%+1.5pp | 1709.29%-1683.6pp | 29.38%-3.7pp |
| Employer contribution / active EE | $559 | $1,488-62.4% | $4,092-86.3% | $2,177-74.3% |
| Participant deferral / active EE | $1,596 | $2,545-37.3% | $3,603-55.7% | $3,514-54.6% |
| Admin fee / account holder | $1,135 | $453+150.7% | $5,463-79.2% | $847+34.0% |