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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 | $23,823 | $47,479-49.8% | $62,929-62.1% | $82,448-71.1% |
| Participation rate | 27.6% | 66.9%-39.3pp | 73.1%-45.5pp | 68.1%-40.5pp |
| Annual return | 14.97% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $367 | $1,885-80.6% | $2,505-85.4% | $2,551-85.6% |
| Participant deferral / active EE | $1,613 | $2,870-43.8% | $3,888-58.5% | $4,139-61.0% |
| Admin fee / account holder | $2,064 | $3,804-45.7% | $5,065-59.3% | $7,234-71.5% |