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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 | $12,293 | $29,736-58.7% | $56,033-78.1% | $80,935-84.8% |
| Participation rate | 64.0% | 41.7%+22.3pp | 52.5%+11.5pp | 67.7%-3.7pp |
| Annual return | 16.78% | 35.28%-18.5pp | 1711.38%-1694.6pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,158 | $671+72.5% | $1,041+11.3% | $2,757-58.0% |
| Participant deferral / active EE | $1,935 | $1,228+57.5% | $1,954-1.0% | $4,299-55.0% |
| Admin fee / account holder | $1,068 | $2,434-56.1% | $2,827-62.2% | $6,924-84.6% |