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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 | $11,572 | $29,736-61.1% | $56,033-79.3% | $80,935-85.7% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 16.45% | 35.28%-18.8pp | 1711.38%-1694.9pp | 35.66%-19.2pp |
| Employer contribution / active EE | $531 | $671-21.0% | $1,041-49.0% | $2,757-80.7% |
| Participant deferral / active EE | $1,190 | $1,228-3.1% | $1,954-39.1% | $4,299-72.3% |
| Admin fee / account holder | $800 | $2,434-67.1% | $2,827-71.7% | $6,924-88.5% |