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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 | $31,289 | $78,690-60.2% | $161,489-80.6% | $87,485-64.2% |
| Participation rate | 35.7% | 67.5%-31.8pp | 78.7%-43.0pp | 68.9%-33.2pp |
| Annual return | 107.42% | 32.74%+74.7pp | 89.72%+17.7pp | 26.06%+81.4pp |
| Employer contribution / active EE | $755 | $2,588-70.8% | $4,268-82.3% | $2,596-70.9% |
| Participant deferral / active EE | $1,015 | $3,311-69.3% | $5,630-82.0% | $4,274-76.2% |
| Admin fee / account holder | $894 | $6,724-86.7% | $16,006-94.4% | $7,775-88.5% |