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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 | $18,716 | $29,733-37.1% | $56,025-66.6% | $80,959-76.9% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.7%-7.7pp |
| Annual return | 13.06% | 35.28%-22.2pp | 1712.69%-1699.6pp | 35.67%-22.6pp |
| Employer contribution / active EE | $962 | $672+43.3% | $1,042-7.6% | $2,757-65.1% |
| Participant deferral / active EE | $1,794 | $1,229+46.0% | $1,955-8.2% | $4,300-58.3% |
| Admin fee / account holder | $2,033 | $2,434-16.5% | $2,828-28.1% | $6,925-70.6% |