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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 | $21,281 | $27,924-23.8% | $58,544-63.6% | $75,181-71.7% |
| Participation rate | 30.3% | 38.8%-8.5pp | 50.9%-20.6pp | 67.2%-36.9pp |
| Annual return | 26.04% | 44.20%-18.2pp | 4249.56%-4223.5pp | 160.69%-134.6pp |
| Employer contribution / active EE | $555 | $669-17.0% | $1,053-47.3% | $2,671-79.2% |
| Participant deferral / active EE | $1,953 | $1,202+62.6% | $1,923+1.6% | $4,126-52.7% |
| Admin fee / account holder | $703 | $1,726-59.2% | $2,520-72.1% | $5,650-87.5% |