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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 | $29,389 | $45,126-34.9% | $85,187-65.5% | $74,459-60.5% |
| Participation rate | 25.6% | 49.4%-23.8pp | 67.5%-42.0pp | 67.2%-41.7pp |
| Annual return | 11.24% | 26.30%-15.1pp | 66.67%-55.4pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $1,043 | $1,460-28.6% | $2,732-61.8% | $2,626-60.3% |
| Participant deferral / active EE | $1,643 | $2,738-40.0% | $4,525-63.7% | $4,350-62.2% |
| Admin fee / account holder | $6,489 | $2,212+193.4% | $6,162+5.3% | $1,945+233.7% |