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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 | $16,817 | $47,479-64.6% | $62,929-73.3% | $82,448-79.6% |
| Participation rate | 54.7% | 66.9%-12.2pp | 73.1%-18.4pp | 68.1%-13.4pp |
| Annual return | 18.54% | 20.34%-1.8pp | 1063.93%-1045.4pp | 41.64%-23.1pp |
| Employer contribution / active EE | $859 | $1,885-54.5% | $2,505-65.7% | $2,551-66.3% |
| Participant deferral / active EE | $2,829 | $2,870-1.4% | $3,888-27.2% | $4,139-31.6% |
| Admin fee / account holder | $3,226 | $3,804-15.2% | $5,065-36.3% | $7,234-55.4% |