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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 | $20,374 | $29,736-31.5% | $56,033-63.6% | $80,935-74.8% |
| Participation rate | 8.4% | 41.7%-33.3pp | 52.5%-44.1pp | 67.7%-59.2pp |
| Annual return | 12.65% | 35.28%-22.6pp | 1711.38%-1698.7pp | 35.66%-23.0pp |
| Employer contribution / active EE | $218 | $671-67.6% | $1,041-79.1% | $2,757-92.1% |
| Participant deferral / active EE | $438 | $1,228-64.3% | $1,954-77.6% | $4,299-89.8% |
| Admin fee / account holder | $3,091 | $2,434+27.0% | $2,827+9.3% | $6,924-55.4% |