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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 | $22,374 | $29,733-24.8% | $56,025-60.1% | $80,959-72.4% |
| Participation rate | 21.7% | 41.7%-20.1pp | 52.5%-30.8pp | 67.7%-46.0pp |
| Annual return | 16.21% | 35.28%-19.1pp | 1712.69%-1696.5pp | 35.67%-19.5pp |
| Employer contribution / active EE | $660 | $672-1.7% | $1,042-36.6% | $2,757-76.0% |
| Participant deferral / active EE | $938 | $1,229-23.7% | $1,955-52.0% | $4,300-78.2% |
| Admin fee / account holder | $2,103 | $2,434-13.6% | $2,828-25.7% | $6,925-69.6% |