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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 | $13,495 | $29,736-54.6% | $56,033-75.9% | $80,935-83.3% |
| Participation rate | 21.3% | 41.7%-20.4pp | 52.5%-31.2pp | 67.7%-46.3pp |
| Annual return | 12.26% | 35.28%-23.0pp | 1711.38%-1699.1pp | 35.66%-23.4pp |
| Employer contribution / active EE | $333 | $671-50.4% | $1,041-68.0% | $2,757-87.9% |
| Participant deferral / active EE | $610 | $1,228-50.4% | $1,954-68.8% | $4,299-85.8% |
| Admin fee / account holder | $536 | $2,434-78.0% | $2,827-81.0% | $6,924-92.3% |