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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 | $12,444 | $29,733-58.1% | $56,025-77.8% | $80,959-84.6% |
| Participation rate | 63.2% | 41.7%+21.4pp | 52.5%+10.6pp | 67.7%-4.5pp |
| Annual return | 12.84% | 35.28%-22.4pp | 1712.69%-1699.8pp | 35.67%-22.8pp |
| Employer contribution / active EE | $747 | $672+11.2% | $1,042-28.3% | $2,757-72.9% |
| Participant deferral / active EE | $1,653 | $1,229+34.5% | $1,955-15.4% | $4,300-61.6% |
| Admin fee / account holder | $661 | $2,434-72.8% | $2,828-76.6% | $6,925-90.5% |