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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 | $18,398 | $29,670-38.0% | $56,054-67.2% | $80,911-77.3% |
| Participation rate | 29.2% | 41.7%-12.5pp | 52.5%-23.3pp | 67.6%-38.4pp |
| Annual return | 12.44% | 35.24%-22.8pp | 1705.95%-1693.5pp | 35.63%-23.2pp |
| Employer contribution / active EE | $272 | $670-59.4% | $1,039-73.8% | $2,756-90.1% |
| Participant deferral / active EE | $762 | $1,227-37.9% | $1,952-60.9% | $4,297-82.3% |
| Admin fee / account holder | $1,127 | $2,431-53.6% | $2,822-60.1% | $6,935-83.7% |