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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 | $23,975 | $29,733-19.4% | $56,025-57.2% | $80,959-70.4% |
| Participation rate | 25.3% | 41.7%-16.4pp | 52.5%-27.2pp | 67.7%-42.3pp |
| Annual return | 14.37% | 35.28%-20.9pp | 1712.69%-1698.3pp | 35.67%-21.3pp |
| Employer contribution / active EE | $366 | $672-45.6% | $1,042-64.9% | $2,757-86.7% |
| Participant deferral / active EE | $773 | $1,229-37.1% | $1,955-60.4% | $4,300-82.0% |
| Admin fee / account holder | $834 | $2,434-65.7% | $2,828-70.5% | $6,925-88.0% |