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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 | $16,800 | $29,733-43.5% | $56,025-70.0% | $80,959-79.2% |
| Participation rate | 23.2% | 41.7%-18.5pp | 52.5%-29.3pp | 67.7%-44.5pp |
| Annual return | 12.55% | 35.28%-22.7pp | 1712.69%-1700.1pp | 35.67%-23.1pp |
| Employer contribution / active EE | $520 | $672-22.6% | $1,042-50.1% | $2,757-81.1% |
| Participant deferral / active EE | $814 | $1,229-33.8% | $1,955-58.3% | $4,300-81.1% |
| Admin fee / account holder | $1,563 | $2,434-35.8% | $2,828-44.8% | $6,925-77.4% |