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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 | $37,474 | $39,028-4.0% | $80,741-53.6% | $85,856-56.4% |
| Participation rate | 27.7% | 41.6%-13.9pp | 54.2%-26.5pp | 69.3%-41.7pp |
| Annual return | 13.76% | 26.31%-12.6pp | 87.30%-73.5pp | 318.58%-304.8pp |
| Employer contribution / active EE | $541 | $722-25.1% | $1,160-53.3% | $2,565-78.9% |
| Participant deferral / active EE | $627 | $1,326-52.7% | $2,145-70.8% | $3,952-84.1% |
| Admin fee / account holder | $3,514 | $2,429+44.6% | $3,380+3.9% | $6,261-43.9% |