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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 | $29,733-42.1% | $56,025-69.3% | $80,959-78.8% |
| Participation rate | 63.4% | 41.7%+21.7pp | 52.5%+10.9pp | 67.7%-4.3pp |
| Annual return | 13.01% | 35.28%-22.3pp | 1712.69%-1699.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $839 | $672+24.9% | $1,042-19.5% | $2,757-69.6% |
| Participant deferral / active EE | $1,905 | $1,229+54.9% | $1,955-2.6% | $4,300-55.7% |
| Admin fee / account holder | $859 | $2,434-64.7% | $2,828-69.6% | $6,925-87.6% |