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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 | $20,705 | $29,733-30.4% | $56,025-63.0% | $80,959-74.4% |
| Participation rate | 46.3% | 41.7%+4.5pp | 52.5%-6.3pp | 67.7%-21.4pp |
| Annual return | 15.11% | 35.28%-20.2pp | 1712.69%-1697.6pp | 35.67%-20.6pp |
| Employer contribution / active EE | $898 | $672+33.7% | $1,042-13.8% | $2,757-67.4% |
| Participant deferral / active EE | $1,696 | $1,229+38.0% | $1,955-13.2% | $4,300-60.6% |
| Admin fee / account holder | $870 | $2,434-64.2% | $2,828-69.2% | $6,925-87.4% |