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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 | $19,910 | $29,733-33.0% | $56,025-64.5% | $80,959-75.4% |
| Participation rate | 47.6% | 41.7%+5.9pp | 52.5%-4.9pp | 67.7%-20.0pp |
| Annual return | 16.38% | 35.28%-18.9pp | 1712.69%-1696.3pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,061 | $672+57.9% | $1,042+1.9% | $2,757-61.5% |
| Participant deferral / active EE | $2,110 | $1,229+71.6% | $1,955+7.9% | $4,300-50.9% |
| Admin fee / account holder | $1,195 | $2,434-50.9% | $2,828-57.7% | $6,925-82.7% |