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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 | $31,071 | $51,642-39.8% | $129,384-76.0% | $80,935-61.6% |
| Participation rate | 39.6% | 56.9%-17.3pp | 69.6%-30.0pp | 67.7%-28.0pp |
| Annual return | 28.63% | 20.78%+7.8pp | 9461.77%-9433.1pp | 35.66%-7.0pp |
| Employer contribution / active EE | $344 | $1,583-78.3% | $4,153-91.7% | $2,757-87.5% |
| Participant deferral / active EE | $1,357 | $2,670-49.2% | $4,166-67.4% | $4,299-68.4% |
| Admin fee / account holder | $987 | $4,312-77.1% | $7,686-87.2% | $6,924-85.7% |