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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 | $16,591 | $29,051-42.9% | $52,425-68.4% | $67,986-75.6% |
| Participation rate | 20.8% | 30.4%-9.6pp | 55.6%-34.8pp | 57.2%-36.4pp |
| Annual return | 24.88% | 24.00%+0.9pp | 302.12%-277.2pp | 31.67%-6.8pp |
| Employer contribution / active EE | $384 | $412-6.7% | $914-58.0% | $2,019-81.0% |
| Participant deferral / active EE | $1,132 | $873+29.7% | $1,790-36.8% | $3,358-66.3% |
| Admin fee / account holder | $4,441 | $2,113+110.2% | $2,495+78.0% | $3,203+38.6% |