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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 | $21,964 | $29,667-26.0% | $56,441-61.1% | $80,874-72.8% |
| Participation rate | 56.7% | 41.7%+15.0pp | 52.5%+4.2pp | 67.6%-11.0pp |
| Annual return | 16.00% | 35.22%-19.2pp | 1704.21%-1688.2pp | 35.62%-19.6pp |
| Employer contribution / active EE | $376 | $669-43.9% | $1,039-63.8% | $2,756-86.4% |
| Participant deferral / active EE | $2,796 | $1,227+128.0% | $1,953+43.2% | $4,297-34.9% |
| Admin fee / account holder | $840 | $2,429-65.4% | $2,829-70.3% | $6,935-87.9% |