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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 | $29,716-37.0% | $56,077-66.6% | $80,925-76.9% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.7%-7.7pp |
| Annual return | 13.06% | 35.30%-22.2pp | 1709.28%-1696.2pp | 35.65%-22.6pp |
| Employer contribution / active EE | $962 | $671+43.4% | $1,040-7.5% | $2,756-65.1% |
| Participant deferral / active EE | $1,794 | $1,228+46.1% | $1,954-8.2% | $4,299-58.3% |
| Admin fee / account holder | $2,033 | $2,432-16.4% | $2,825-28.0% | $6,940-70.7% |