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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 | $15,380 | $29,733-48.3% | $56,025-72.5% | $80,959-81.0% |
| Participation rate | 37.8% | 41.7%-3.9pp | 52.5%-14.7pp | 67.7%-29.9pp |
| Annual return | 15.05% | 35.28%-20.2pp | 1712.69%-1697.6pp | 35.67%-20.6pp |
| Employer contribution / active EE | $232 | $672-65.5% | $1,042-77.7% | $2,757-91.6% |
| Participant deferral / active EE | $1,506 | $1,229+22.5% | $1,955-22.9% | $4,300-65.0% |
| Admin fee / account holder | $2,274 | $2,434-6.6% | $2,828-19.6% | $6,925-67.2% |