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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 | $27,518 | $29,525-6.8% | $56,033-50.9% | $77,736-64.6% |
| Participation rate | 22.9% | 32.7%-9.7pp | 52.5%-29.6pp | 70.6%-47.6pp |
| Annual return | 20.75% | 18.90%+1.9pp | 1711.38%-1690.6pp | 31.26%-10.5pp |
| Employer contribution / active EE | $230 | $569-59.6% | $1,041-77.9% | $2,728-91.6% |
| Participant deferral / active EE | $736 | $1,062-30.6% | $1,954-62.3% | $4,651-84.2% |
| Admin fee / account holder | $1,853 | $1,040+78.1% | $2,827-34.5% | $433+327.5% |