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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 | $10,794 | $29,716-63.7% | $56,077-80.8% | $80,925-86.7% |
| Participation rate | 37.9% | 41.7%-3.8pp | 52.5%-14.6pp | 67.7%-29.7pp |
| Annual return | 14.65% | 35.30%-20.7pp | 1709.28%-1694.6pp | 35.65%-21.0pp |
| Employer contribution / active EE | $718 | $671+7.0% | $1,040-31.0% | $2,756-74.0% |
| Participant deferral / active EE | $1,411 | $1,228+14.8% | $1,954-27.8% | $4,299-67.2% |
| Admin fee / account holder | $499 | $2,432-79.5% | $2,825-82.3% | $6,940-92.8% |