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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 | $25,792 | $27,800-7.2% | $58,561-56.0% | $71,511-63.9% |
| Participation rate | 10.8% | 34.6%-23.8pp | 50.9%-40.0pp | 67.9%-57.1pp |
| Annual return | 22.98% | 26.80%-3.8pp | 4251.33%-4228.3pp | 28.86%-5.9pp |
| Employer contribution / active EE | $248 | $632-60.8% | $1,053-76.5% | $2,589-90.4% |
| Participant deferral / active EE | $818 | $1,208-32.3% | $1,923-57.5% | $4,291-80.9% |
| Admin fee / account holder | $548 | $1,637-66.5% | $2,520-78.2% | $1,588-65.5% |