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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 | $15,035 | $29,716-49.4% | $56,077-73.2% | $80,925-81.4% |
| Participation rate | 28.4% | 41.7%-13.3pp | 52.5%-24.1pp | 67.7%-39.3pp |
| Annual return | 13.70% | 35.30%-21.6pp | 1709.28%-1695.6pp | 35.65%-21.9pp |
| Employer contribution / active EE | $619 | $671-7.7% | $1,040-40.5% | $2,756-77.5% |
| Participant deferral / active EE | $1,234 | $1,228+0.5% | $1,954-36.8% | $4,299-71.3% |
| Admin fee / account holder | $856 | $2,432-64.8% | $2,825-69.7% | $6,940-87.7% |