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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 | $15,679 | $29,733-47.3% | $56,025-72.0% | $80,959-80.6% |
| Participation rate | 26.1% | 41.7%-15.6pp | 52.5%-26.4pp | 67.7%-41.6pp |
| Annual return | 16.08% | 35.28%-19.2pp | 1712.69%-1696.6pp | 35.67%-19.6pp |
| Employer contribution / active EE | $765 | $672+13.8% | $1,042-26.6% | $2,757-72.3% |
| Participant deferral / active EE | $1,272 | $1,229+3.5% | $1,955-34.9% | $4,300-70.4% |
| Admin fee / account holder | $728 | $2,434-70.1% | $2,828-74.3% | $6,925-89.5% |