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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 | $17,550 | $29,733-41.0% | $56,025-68.7% | $80,959-78.3% |
| Participation rate | 37.5% | 41.7%-4.2pp | 52.5%-15.0pp | 67.7%-30.2pp |
| Annual return | 17.89% | 35.28%-17.4pp | 1712.69%-1694.8pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,279 | $672+90.5% | $1,042+22.8% | $2,757-53.6% |
| Participant deferral / active EE | $3,026 | $1,229+146.1% | $1,955+54.8% | $4,300-29.6% |
| Admin fee / account holder | $830 | $2,434-65.9% | $2,828-70.6% | $6,925-88.0% |