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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 | $20,794 | $27,936-25.6% | $58,561-64.5% | $75,173-72.3% |
| Participation rate | 21.6% | 38.8%-17.3pp | 50.9%-29.3pp | 67.2%-45.6pp |
| Annual return | 22.33% | 44.21%-21.9pp | 4251.33%-4229.0pp | 160.72%-138.4pp |
| Employer contribution / active EE | $566 | $670-15.5% | $1,053-46.3% | $2,671-78.8% |
| Participant deferral / active EE | $1,512 | $1,202+25.8% | $1,923-21.4% | $4,126-63.4% |
| Admin fee / account holder | $325 | $1,727-81.2% | $2,520-87.1% | $5,651-94.2% |