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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 | $29,670-48.2% | $56,054-72.6% | $80,911-81.0% |
| Participation rate | 37.8% | 41.7%-3.9pp | 52.5%-14.7pp | 67.6%-29.9pp |
| Annual return | 15.05% | 35.24%-20.2pp | 1705.95%-1690.9pp | 35.63%-20.6pp |
| Employer contribution / active EE | $232 | $670-65.4% | $1,039-77.7% | $2,756-91.6% |
| Participant deferral / active EE | $1,506 | $1,227+22.8% | $1,952-22.9% | $4,297-65.0% |
| Admin fee / account holder | $2,274 | $2,431-6.5% | $2,822-19.4% | $6,935-67.2% |