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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 | $26,720 | $29,733-10.1% | $56,025-52.3% | $80,959-67.0% |
| Participation rate | 23.1% | 41.7%-18.6pp | 52.5%-29.4pp | 67.7%-44.6pp |
| Annual return | 17.38% | 35.28%-17.9pp | 1712.69%-1695.3pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,166 | $672+73.6% | $1,042+12.0% | $2,757-57.7% |
| Participant deferral / active EE | $1,893 | $1,229+54.0% | $1,955-3.1% | $4,300-56.0% |
| Admin fee / account holder | $497 | $2,434-79.6% | $2,828-82.4% | $6,925-92.8% |