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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 | $21,604 | $29,733-27.3% | $56,025-61.4% | $80,959-73.3% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 13.17% | 35.28%-22.1pp | 1712.69%-1699.5pp | 35.67%-22.5pp |
| Employer contribution / active EE | $606 | $672-9.8% | $1,042-41.8% | $2,757-78.0% |
| Participant deferral / active EE | $1,649 | $1,229+34.1% | $1,955-15.6% | $4,300-61.7% |
| Admin fee / account holder | $5,076 | $2,434+108.6% | $2,828+79.5% | $6,925-26.7% |