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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 | $12,286 | $27,800-55.8% | $58,561-79.0% | $71,511-82.8% |
| Participation rate | 19.0% | 34.6%-15.6pp | 50.9%-31.9pp | 67.9%-48.9pp |
| Annual return | 19.01% | 26.80%-7.8pp | 4251.33%-4232.3pp | 28.86%-9.8pp |
| Employer contribution / active EE | $395 | $632-37.4% | $1,053-62.5% | $2,589-84.7% |
| Participant deferral / active EE | $887 | $1,208-26.6% | $1,923-53.9% | $4,291-79.3% |
| Admin fee / account holder | $490 | $1,637-70.1% | $2,520-80.5% | $1,588-69.1% |