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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 | $10,201 | $29,554-65.5% | $56,054-81.8% | $77,692-86.9% |
| Participation rate | 25.0% | 32.6%-7.6pp | 52.5%-27.5pp | 70.6%-45.6pp |
| Annual return | 27.42% | 18.89%+8.5pp | 1705.95%-1678.5pp | 31.25%-3.8pp |
| Employer contribution / active EE | $589 | $568+3.7% | $1,039-43.3% | $2,726-78.4% |
| Participant deferral / active EE | $909 | $1,061-14.3% | $1,952-53.4% | $4,648-80.4% |
| Admin fee / account holder | $1,300 | $1,046+24.3% | $2,822-53.9% | $431+202.0% |