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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 | $21,999 | $52,450-58.1% | $129,397-83.0% | $74,429-70.4% |
| Participation rate | 35.5% | 53.8%-18.3pp | 69.6%-34.1pp | 67.2%-31.7pp |
| Annual return | 12.28% | 15.65%-3.4pp | 9453.98%-9441.7pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $1,578 | $1,532+3.0% | $4,154-62.0% | $2,625-39.9% |
| Participant deferral / active EE | $2,063 | $2,797-26.3% | $4,167-50.5% | $4,348-52.6% |
| Admin fee / account holder | $2,005 | $2,636-24.0% | $7,679-73.9% | $1,944+3.1% |