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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 | $16,755 | $27,800-39.7% | $58,561-71.4% | $71,511-76.6% |
| Participation rate | 8.8% | 34.6%-25.8pp | 50.9%-42.1pp | 67.9%-59.1pp |
| Annual return | 24.32% | 26.80%-2.5pp | 4251.33%-4227.0pp | 28.86%-4.5pp |
| Employer contribution / active EE | $369 | $632-41.7% | $1,053-65.0% | $2,589-85.8% |
| Participant deferral / active EE | $619 | $1,208-48.8% | $1,923-67.8% | $4,291-85.6% |
| Admin fee / account holder | $3,033 | $1,637+85.3% | $2,520+20.4% | $1,588+91.0% |