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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 | $20,440 | $29,716-31.2% | $56,077-63.6% | $80,925-74.7% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.7%-53.9pp |
| Annual return | 21.56% | 35.30%-13.7pp | 1709.28%-1687.7pp | 35.65%-14.1pp |
| Employer contribution / active EE | $259 | $671-61.4% | $1,040-75.1% | $2,756-90.6% |
| Participant deferral / active EE | $276 | $1,228-77.5% | $1,954-85.9% | $4,299-93.6% |
| Admin fee / account holder | $1,143 | $2,432-53.0% | $2,825-59.5% | $6,940-83.5% |