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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 | $17,298 | $29,733-41.8% | $56,025-69.1% | $80,959-78.6% |
| Participation rate | 48.9% | 41.7%+7.2pp | 52.5%-3.6pp | 67.7%-18.8pp |
| Annual return | 11.57% | 35.28%-23.7pp | 1712.69%-1701.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $790 | $672+17.6% | $1,042-24.2% | $2,757-71.4% |
| Participant deferral / active EE | $1,572 | $1,229+27.9% | $1,955-19.6% | $4,300-63.4% |
| Admin fee / account holder | $2,053 | $2,434-15.6% | $2,828-27.4% | $6,925-70.4% |