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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 | $30,226 | $47,479-36.3% | $62,929-52.0% | $82,448-63.3% |
| Participation rate | 55.6% | 66.9%-11.3pp | 73.1%-17.6pp | 68.1%-12.5pp |
| Annual return | 15.66% | 20.34%-4.7pp | 1063.93%-1048.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $825 | $1,885-56.2% | $2,505-67.1% | $2,551-67.7% |
| Participant deferral / active EE | $2,647 | $2,870-7.8% | $3,888-31.9% | $4,139-36.1% |
| Admin fee / account holder | $2,188 | $3,804-42.5% | $5,065-56.8% | $7,234-69.8% |