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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 | $24,036 | $29,670-19.0% | $56,054-57.1% | $80,911-70.3% |
| Participation rate | 28.9% | 41.7%-12.7pp | 52.5%-23.5pp | 67.6%-38.7pp |
| Annual return | 18.82% | 35.24%-16.4pp | 1705.95%-1687.1pp | 35.63%-16.8pp |
| Employer contribution / active EE | $456 | $670-31.9% | $1,039-56.1% | $2,756-83.5% |
| Participant deferral / active EE | $977 | $1,227-20.4% | $1,952-50.0% | $4,297-77.3% |
| Admin fee / account holder | $973 | $2,431-60.0% | $2,822-65.5% | $6,935-86.0% |