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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 | $31,754 | $55,437-42.7% | $155,534-79.6% | $74,459-57.4% |
| Participation rate | 33.0% | 61.9%-28.9pp | 78.2%-45.2pp | 67.2%-34.2pp |
| Annual return | 12.07% | 269.58%-257.5pp | 64.92%-52.8pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $661 | $2,266-70.8% | $4,675-85.8% | $2,626-74.8% |
| Participant deferral / active EE | $1,105 | $2,837-61.0% | $5,630-80.4% | $4,350-74.6% |
| Admin fee / account holder | $2,057 | $1,742+18.1% | $15,900-87.1% | $1,945+5.8% |