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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 | $28,477 | $58,726-51.5% | $142,898-80.1% | $85,851-66.8% |
| Participation rate | 42.7% | 58.5%-15.8pp | 72.0%-29.3pp | 69.3%-26.6pp |
| Annual return | 13.65% | 27.73%-14.1pp | 5639.64%-5626.0pp | 318.63%-305.0pp |
| Employer contribution / active EE | $515 | $1,424-63.8% | $4,146-87.6% | $2,565-79.9% |
| Participant deferral / active EE | $1,165 | $2,609-55.3% | $3,838-69.6% | $3,952-70.5% |
| Admin fee / account holder | $2,675 | $4,234-36.8% | $6,560-59.2% | $6,261-57.3% |