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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 | $19,883 | $29,733-33.1% | $56,025-64.5% | $80,959-75.4% |
| Participation rate | 22.6% | 41.7%-19.1pp | 52.5%-29.9pp | 67.7%-45.1pp |
| Annual return | 12.62% | 35.28%-22.7pp | 1712.69%-1700.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $521 | $672-22.4% | $1,042-49.9% | $2,757-81.1% |
| Participant deferral / active EE | $1,757 | $1,229+42.9% | $1,955-10.1% | $4,300-59.1% |
| Admin fee / account holder | $1,420 | $2,434-41.7% | $2,828-49.8% | $6,925-79.5% |