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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 | $17,203 | $29,667-42.0% | $56,441-69.5% | $80,874-78.7% |
| Participation rate | 63.4% | 41.7%+21.7pp | 52.5%+10.9pp | 67.6%-4.2pp |
| Annual return | 13.01% | 35.22%-22.2pp | 1704.21%-1691.2pp | 35.62%-22.6pp |
| Employer contribution / active EE | $839 | $669+25.3% | $1,039-19.3% | $2,756-69.6% |
| Participant deferral / active EE | $1,905 | $1,227+55.3% | $1,953-2.5% | $4,297-55.7% |
| Admin fee / account holder | $859 | $2,429-64.6% | $2,829-69.6% | $6,935-87.6% |