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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 | $12,686 | $29,736-57.3% | $56,033-77.4% | $80,935-84.3% |
| Participation rate | 57.1% | 41.7%+15.4pp | 52.5%+4.7pp | 67.7%-10.5pp |
| Annual return | 14.21% | 35.28%-21.1pp | 1711.38%-1697.2pp | 35.66%-21.5pp |
| Employer contribution / active EE | $212 | $671-68.4% | $1,041-79.6% | $2,757-92.3% |
| Participant deferral / active EE | $927 | $1,228-24.5% | $1,954-52.6% | $4,299-78.4% |
| Admin fee / account holder | $1,440 | $2,434-40.8% | $2,827-49.1% | $6,924-79.2% |