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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 | $14,832 | $29,736-50.1% | $56,033-73.5% | $80,935-81.7% |
| Participation rate | 40.0% | 41.7%-1.7pp | 52.5%-12.5pp | 67.7%-27.7pp |
| Annual return | 15.43% | 35.28%-19.8pp | 1711.38%-1695.9pp | 35.66%-20.2pp |
| Employer contribution / active EE | $790 | $671+17.7% | $1,041-24.1% | $2,757-71.3% |
| Participant deferral / active EE | $1,591 | $1,228+29.5% | $1,954-18.6% | $4,299-63.0% |
| Admin fee / account holder | $546 | $2,434-77.6% | $2,827-80.7% | $6,924-92.1% |