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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 | $29,716-48.2% | $56,077-72.6% | $80,925-81.0% |
| Participation rate | 37.8% | 41.7%-3.9pp | 52.5%-14.7pp | 67.7%-29.9pp |
| Annual return | 15.05% | 35.30%-20.2pp | 1709.28%-1694.2pp | 35.65%-20.6pp |
| Employer contribution / active EE | $232 | $671-65.4% | $1,040-77.7% | $2,756-91.6% |
| Participant deferral / active EE | $1,506 | $1,228+22.6% | $1,954-22.9% | $4,299-65.0% |
| Admin fee / account holder | $2,274 | $2,432-6.5% | $2,825-19.5% | $6,940-67.2% |