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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 | $42,217 | $27,800+51.9% | $58,561-27.9% | $71,511-41.0% |
| Participation rate | 15.0% | 34.6%-19.6pp | 50.9%-35.9pp | 67.9%-53.0pp |
| Annual return | 23.04% | 26.80%-3.8pp | 4251.33%-4228.3pp | 28.86%-5.8pp |
| Employer contribution / active EE | $381 | $632-39.7% | $1,053-63.8% | $2,589-85.3% |
| Participant deferral / active EE | $1,189 | $1,208-1.6% | $1,923-38.2% | $4,291-72.3% |
| Admin fee / account holder | $579 | $1,637-64.6% | $2,520-77.0% | $1,588-63.5% |