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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 | $18,600 | $29,716-37.4% | $56,077-66.8% | $80,925-77.0% |
| Participation rate | 31.6% | 41.7%-10.1pp | 52.5%-20.9pp | 67.7%-36.1pp |
| Annual return | 18.38% | 35.30%-16.9pp | 1709.28%-1690.9pp | 35.65%-17.3pp |
| Employer contribution / active EE | $713 | $671+6.2% | $1,040-31.5% | $2,756-74.1% |
| Participant deferral / active EE | $1,660 | $1,228+35.1% | $1,954-15.0% | $4,299-61.4% |
| Admin fee / account holder | $1,146 | $2,432-52.9% | $2,825-59.4% | $6,940-83.5% |