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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 | $23,082 | $29,507-21.8% | $56,025-58.8% | $77,762-70.3% |
| Participation rate | 20.3% | 32.7%-12.5pp | 52.5%-32.2pp | 70.6%-50.3pp |
| Annual return | 35.62% | 18.90%+16.7pp | 1712.69%-1677.1pp | 31.27%+4.4pp |
| Employer contribution / active EE | $578 | $570+1.4% | $1,042-44.5% | $2,728-78.8% |
| Participant deferral / active EE | $1,239 | $1,062+16.7% | $1,955-36.6% | $4,651-73.4% |
| Admin fee / account holder | $441 | $1,041-57.6% | $2,828-84.4% | $433+2.0% |