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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 | $20,586 | $29,733-30.8% | $56,025-63.3% | $80,959-74.6% |
| Participation rate | 41.1% | 41.7%-0.6pp | 52.5%-11.4pp | 67.7%-26.6pp |
| Annual return | 12.06% | 35.28%-23.2pp | 1712.69%-1700.6pp | 35.67%-23.6pp |
| Employer contribution / active EE | $649 | $672-3.4% | $1,042-37.7% | $2,757-76.5% |
| Participant deferral / active EE | $996 | $1,229-19.0% | $1,955-49.0% | $4,300-76.8% |
| Admin fee / account holder | $1,360 | $2,434-44.1% | $2,828-51.9% | $6,925-80.4% |