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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 | $28,356 | $29,736-4.6% | $56,033-49.4% | $80,935-65.0% |
| Participation rate | 17.1% | 41.7%-24.6pp | 52.5%-35.3pp | 67.7%-50.5pp |
| Annual return | 16.00% | 35.28%-19.3pp | 1711.38%-1695.4pp | 35.66%-19.7pp |
| Employer contribution / active EE | $282 | $671-57.9% | $1,041-72.9% | $2,757-89.8% |
| Participant deferral / active EE | $478 | $1,228-61.1% | $1,954-75.5% | $4,299-88.9% |
| Admin fee / account holder | $1,129 | $2,434-53.6% | $2,827-60.1% | $6,924-83.7% |