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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 | $20,490 | $29,733-31.1% | $56,025-63.4% | $80,959-74.7% |
| Participation rate | 34.3% | 41.7%-7.4pp | 52.5%-18.2pp | 67.7%-33.4pp |
| Annual return | 14.44% | 35.28%-20.8pp | 1712.69%-1698.2pp | 35.67%-21.2pp |
| Employer contribution / active EE | $860 | $672+28.0% | $1,042-17.5% | $2,757-68.8% |
| Participant deferral / active EE | $2,528 | $1,229+105.6% | $1,955+29.3% | $4,300-41.2% |
| Admin fee / account holder | $2,309 | $2,434-5.1% | $2,828-18.4% | $6,925-66.7% |