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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 | $22,185 | $27,800-20.2% | $58,561-62.1% | $71,511-69.0% |
| Participation rate | 13.6% | 34.6%-21.0pp | 50.9%-37.2pp | 67.9%-54.3pp |
| Annual return | 17.71% | 26.80%-9.1pp | 4251.33%-4233.6pp | 28.86%-11.1pp |
| Employer contribution / active EE | $650 | $632+2.9% | $1,053-38.3% | $2,589-74.9% |
| Participant deferral / active EE | $1,411 | $1,208+16.8% | $1,923-26.6% | $4,291-67.1% |
| Admin fee / account holder | $2,605 | $1,637+59.1% | $2,520+3.3% | $1,588+64.0% |