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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 | $43,996 | $47,479-7.3% | $62,929-30.1% | $82,448-46.6% |
| Participation rate | 33.3% | 66.9%-33.5pp | 73.1%-39.8pp | 68.1%-34.7pp |
| Annual return | 15.42% | 20.34%-4.9pp | 1063.93%-1048.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $343 | $1,885-81.8% | $2,505-86.3% | $2,551-86.6% |
| Participant deferral / active EE | $828 | $2,870-71.1% | $3,888-78.7% | $4,139-80.0% |
| Admin fee / account holder | $3,002 | $3,804-21.1% | $5,065-40.7% | $7,234-58.5% |