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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 | $17,618 | $29,736-40.8% | $56,033-68.6% | $80,935-78.2% |
| Participation rate | 21.7% | 41.7%-20.0pp | 52.5%-30.8pp | 67.7%-46.0pp |
| Annual return | 15.56% | 35.28%-19.7pp | 1711.38%-1695.8pp | 35.66%-20.1pp |
| Employer contribution / active EE | $413 | $671-38.5% | $1,041-60.3% | $2,757-85.0% |
| Participant deferral / active EE | $694 | $1,228-43.5% | $1,954-64.5% | $4,299-83.8% |
| Admin fee / account holder | $1,108 | $2,434-54.5% | $2,827-60.8% | $6,924-84.0% |