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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 | $19,765 | $29,733-33.5% | $56,025-64.7% | $80,959-75.6% |
| Participation rate | 27.9% | 41.7%-13.8pp | 52.5%-24.6pp | 67.7%-39.7pp |
| Annual return | 12.97% | 35.28%-22.3pp | 1712.69%-1699.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,001 | $672+49.0% | $1,042-3.9% | $2,757-63.7% |
| Participant deferral / active EE | $1,786 | $1,229+45.3% | $1,955-8.6% | $4,300-58.5% |
| Admin fee / account holder | $341 | $2,434-86.0% | $2,828-88.0% | $6,925-95.1% |