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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 | $29,716-58.1% | $56,077-77.8% | $80,925-84.6% |
| Participation rate | 63.2% | 41.7%+21.5pp | 52.5%+10.7pp | 67.7%-4.5pp |
| Annual return | 12.84% | 35.30%-22.5pp | 1709.28%-1696.4pp | 35.65%-22.8pp |
| Employer contribution / active EE | $747 | $671+11.4% | $1,040-28.2% | $2,756-72.9% |
| Participant deferral / active EE | $1,653 | $1,228+34.6% | $1,954-15.4% | $4,299-61.5% |
| Admin fee / account holder | $661 | $2,432-72.8% | $2,825-76.6% | $6,940-90.5% |