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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 | $24,917 | $34,932-28.7% | $56,441-55.9% | $74,546-66.6% |
| Participation rate | 29.5% | 32.9%-3.3pp | 52.5%-23.0pp | 67.2%-37.7pp |
| Annual return | 14.62% | 24.90%-10.3pp | 1704.21%-1689.6pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $649 | $608+6.6% | $1,039-37.6% | $2,624-75.3% |
| Participant deferral / active EE | $1,443 | $1,173+23.1% | $1,953-26.1% | $4,347-66.8% |
| Admin fee / account holder | $3,931 | $2,359+66.6% | $2,829+38.9% | $1,944+102.3% |