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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 | $28,309 | $29,670-4.6% | $56,054-49.5% | $80,911-65.0% |
| Participation rate | 29.8% | 41.7%-11.9pp | 52.5%-22.7pp | 67.6%-37.9pp |
| Annual return | 15.28% | 35.24%-20.0pp | 1705.95%-1690.7pp | 35.63%-20.3pp |
| Employer contribution / active EE | $715 | $670+6.8% | $1,039-31.2% | $2,756-74.1% |
| Participant deferral / active EE | $2,134 | $1,227+73.9% | $1,952+9.3% | $4,297-50.4% |
| Admin fee / account holder | $1,740 | $2,431-28.4% | $2,822-38.4% | $6,935-74.9% |