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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 | $14,924 | $29,733-49.8% | $56,025-73.4% | $80,959-81.6% |
| Participation rate | 34.9% | 41.7%-6.8pp | 52.5%-17.6pp | 67.7%-32.7pp |
| Annual return | 15.48% | 35.28%-19.8pp | 1712.69%-1697.2pp | 35.67%-20.2pp |
| Employer contribution / active EE | $316 | $672-52.9% | $1,042-69.6% | $2,757-88.5% |
| Participant deferral / active EE | $464 | $1,229-62.3% | $1,955-76.3% | $4,300-89.2% |
| Admin fee / account holder | $666 | $2,434-72.6% | $2,828-76.4% | $6,925-90.4% |