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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 | $18,479 | $29,736-37.9% | $56,033-67.0% | $80,935-77.2% |
| Participation rate | 14.1% | 41.7%-27.6pp | 52.5%-38.4pp | 67.7%-53.6pp |
| Annual return | 16.94% | 35.28%-18.3pp | 1711.38%-1694.4pp | 35.66%-18.7pp |
| Employer contribution / active EE | $291 | $671-56.7% | $1,041-72.1% | $2,757-89.4% |
| Participant deferral / active EE | $744 | $1,228-39.4% | $1,954-61.9% | $4,299-82.7% |
| Admin fee / account holder | $1,485 | $2,434-39.0% | $2,827-47.5% | $6,924-78.6% |