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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 | $13,161 | $27,924-52.9% | $58,544-77.5% | $75,181-82.5% |
| Participation rate | 49.2% | 38.8%+10.3pp | 50.9%-1.7pp | 67.2%-18.0pp |
| Annual return | 24.78% | 44.20%-19.4pp | 4249.56%-4224.8pp | 160.69%-135.9pp |
| Employer contribution / active EE | $982 | $669+46.8% | $1,053-6.7% | $2,671-63.2% |
| Participant deferral / active EE | $2,301 | $1,202+91.5% | $1,923+19.7% | $4,126-44.2% |
| Admin fee / account holder | $362 | $1,726-79.0% | $2,520-85.6% | $5,650-93.6% |