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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 | $29,716-27.3% | $56,077-61.5% | $80,925-73.3% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 13.17% | 35.30%-22.1pp | 1709.28%-1696.1pp | 35.65%-22.5pp |
| Employer contribution / active EE | $606 | $671-9.7% | $1,040-41.7% | $2,756-78.0% |
| Participant deferral / active EE | $1,649 | $1,228+34.2% | $1,954-15.6% | $4,299-61.6% |
| Admin fee / account holder | $5,076 | $2,432+108.7% | $2,825+79.7% | $6,940-26.9% |