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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 | $24,835 | $47,479-47.7% | $62,929-60.5% | $82,448-69.9% |
| Participation rate | 35.9% | 66.9%-31.0pp | 73.1%-37.2pp | 68.1%-32.2pp |
| Annual return | 17.76% | 20.34%-2.6pp | 1063.93%-1046.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $556 | $1,885-70.5% | $2,505-77.8% | $2,551-78.2% |
| Participant deferral / active EE | $1,359 | $2,870-52.7% | $3,888-65.1% | $4,139-67.2% |
| Admin fee / account holder | $1,432 | $3,804-62.3% | $5,065-71.7% | $7,234-80.2% |