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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 | $14,283 | $30,437-53.1% | $56,033-74.5% | $74,459-80.8% |
| Participation rate | 35.3% | 32.9%+2.4pp | 52.5%-17.2pp | 67.2%-31.9pp |
| Annual return | 18.83% | 24.96%-6.1pp | 1711.38%-1692.5pp | 1369.70%-1350.9pp |
| Employer contribution / active EE | $641 | $610+5.1% | $1,041-38.4% | $2,626-75.6% |
| Participant deferral / active EE | $1,319 | $1,176+12.2% | $1,954-32.5% | $4,350-69.7% |
| Admin fee / account holder | $564 | $2,363-76.1% | $2,827-80.0% | $1,945-71.0% |