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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 | $21,829 | $27,800-21.5% | $58,561-62.7% | $71,511-69.5% |
| Participation rate | 32.7% | 34.6%-1.9pp | 50.9%-18.1pp | 67.9%-35.2pp |
| Annual return | 15.24% | 26.80%-11.6pp | 4251.33%-4236.1pp | 28.86%-13.6pp |
| Employer contribution / active EE | $422 | $632-33.2% | $1,053-59.9% | $2,589-83.7% |
| Participant deferral / active EE | $1,434 | $1,208+18.7% | $1,923-25.4% | $4,291-66.6% |
| Admin fee / account holder | $2,777 | $1,637+69.6% | $2,520+10.2% | $1,588+74.8% |