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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 | $17,021 | $29,733-42.8% | $56,025-69.6% | $80,959-79.0% |
| Participation rate | 23.7% | 41.7%-18.1pp | 52.5%-28.9pp | 67.7%-44.0pp |
| Annual return | 33.32% | 35.28%-2.0pp | 1712.69%-1679.4pp | 35.67%-2.4pp |
| Employer contribution / active EE | $888 | $672+32.2% | $1,042-14.8% | $2,757-67.8% |
| Participant deferral / active EE | $1,435 | $1,229+16.7% | $1,955-26.6% | $4,300-66.6% |
| Admin fee / account holder | $930 | $2,434-61.8% | $2,828-67.1% | $6,925-86.6% |