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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 | $29,289 | $45,126-35.1% | $85,187-65.6% | $74,459-60.7% |
| Participation rate | 40.0% | 49.4%-9.4pp | 67.5%-27.5pp | 67.2%-27.2pp |
| Annual return | 17.92% | 26.30%-8.4pp | 66.67%-48.7pp | 1369.70%-1351.8pp |
| Employer contribution / active EE | $492 | $1,460-66.3% | $2,732-82.0% | $2,626-81.3% |
| Participant deferral / active EE | $1,694 | $2,738-38.2% | $4,525-62.6% | $4,350-61.1% |
| Admin fee / account holder | $5,101 | $2,212+130.6% | $6,162-17.2% | $1,945+162.3% |