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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 | $29,736-26.1% | $56,033-60.8% | $80,935-72.9% |
| Participation rate | 56.7% | 41.7%+15.0pp | 52.5%+4.2pp | 67.7%-11.0pp |
| Annual return | 16.00% | 35.28%-19.3pp | 1711.38%-1695.4pp | 35.66%-19.7pp |
| Employer contribution / active EE | $376 | $671-44.0% | $1,041-63.9% | $2,757-86.4% |
| Participant deferral / active EE | $2,796 | $1,228+127.7% | $1,954+43.1% | $4,299-35.0% |
| Admin fee / account holder | $840 | $2,434-65.5% | $2,827-70.3% | $6,924-87.9% |