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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 | $8,945 | $27,800-67.8% | $58,561-84.7% | $71,511-87.5% |
| Participation rate | 31.4% | 34.6%-3.2pp | 50.9%-19.5pp | 67.9%-36.5pp |
| Annual return | 29.40% | 26.80%+2.6pp | 4251.33%-4221.9pp | 28.86%+0.5pp |
| Employer contribution / active EE | $433 | $632-31.5% | $1,053-58.9% | $2,589-83.3% |
| Participant deferral / active EE | $1,221 | $1,208+1.1% | $1,923-36.5% | $4,291-71.5% |
| Admin fee / account holder | $1,036 | $1,637-36.7% | $2,520-58.9% | $1,588-34.8% |