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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 | $36,876 | $27,800+32.6% | $58,561-37.0% | $71,511-48.4% |
| Participation rate | 25.0% | 34.6%-9.6pp | 50.9%-25.9pp | 67.9%-42.9pp |
| Annual return | 16.87% | 26.80%-9.9pp | 4251.33%-4234.5pp | 28.86%-12.0pp |
| Employer contribution / active EE | $154 | $632-75.7% | $1,053-85.4% | $2,589-94.1% |
| Participant deferral / active EE | $679 | $1,208-43.8% | $1,923-64.7% | $4,291-84.2% |
| Admin fee / account holder | $1,740 | $1,637+6.3% | $2,520-31.0% | $1,588+9.5% |