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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 | $29,736-38.1% | $56,033-67.2% | $80,935-77.3% |
| Participation rate | 29.2% | 41.7%-12.5pp | 52.5%-23.3pp | 67.7%-38.4pp |
| Annual return | 12.44% | 35.28%-22.8pp | 1711.38%-1698.9pp | 35.66%-23.2pp |
| Employer contribution / active EE | $272 | $671-59.5% | $1,041-73.9% | $2,757-90.1% |
| Participant deferral / active EE | $762 | $1,228-37.9% | $1,954-61.0% | $4,299-82.3% |
| Admin fee / account holder | $1,127 | $2,434-53.7% | $2,827-60.1% | $6,924-83.7% |