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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 | $29,569-21.9% | $56,077-58.8% | $77,714-70.3% |
| Participation rate | 20.3% | 32.6%-12.4pp | 52.5%-32.2pp | 70.6%-50.3pp |
| Annual return | 35.62% | 18.90%+16.7pp | 1709.28%-1673.7pp | 31.26%+4.4pp |
| Employer contribution / active EE | $578 | $569+1.6% | $1,040-44.5% | $2,727-78.8% |
| Participant deferral / active EE | $1,239 | $1,061+16.8% | $1,954-36.6% | $4,649-73.3% |
| Admin fee / account holder | $441 | $1,042-57.7% | $2,825-84.4% | $433+1.9% |