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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 | $13,011 | $29,736-56.2% | $56,033-76.8% | $80,935-83.9% |
| Participation rate | 34.1% | 41.7%-7.6pp | 52.5%-18.4pp | 67.7%-33.6pp |
| Annual return | 11.77% | 35.28%-23.5pp | 1711.38%-1699.6pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,056 | $671+57.2% | $1,041+1.4% | $2,757-61.7% |
| Participant deferral / active EE | $1,369 | $1,228+11.4% | $1,954-30.0% | $4,299-68.2% |
| Admin fee / account holder | $1,418 | $2,434-41.7% | $2,827-49.8% | $6,924-79.5% |