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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 | $36,187 | $65,960-45.1% | $81,882-55.8% | $77,762-53.5% |
| Participation rate | 18.2% | 65.8%-47.6pp | 72.4%-54.2pp | 70.6%-52.4pp |
| Annual return | 13.31% | 26.64%-13.3pp | 779.47%-766.2pp | 31.27%-18.0pp |
| Employer contribution / active EE | $668 | $2,375-71.9% | $2,916-77.1% | $2,728-75.5% |
| Participant deferral / active EE | $1,378 | $3,505-60.7% | $4,323-68.1% | $4,651-70.4% |
| Admin fee / account holder | $1,909 | $526+262.5% | $7,360-74.1% | $433+340.9% |