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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 | $36,872 | $55,437-33.5% | $155,534-76.3% | $74,459-50.5% |
| Participation rate | 46.2% | 61.9%-15.7pp | 78.2%-32.1pp | 67.2%-21.1pp |
| Annual return | 13.09% | 269.58%-256.5pp | 64.92%-51.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $793 | $2,266-65.0% | $4,675-83.0% | $2,626-69.8% |
| Participant deferral / active EE | $1,035 | $2,837-63.5% | $5,630-81.6% | $4,350-76.2% |
| Admin fee / account holder | $2,887 | $1,742+65.7% | $15,900-81.8% | $1,945+48.5% |