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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 | $20,878 | $29,736-29.8% | $56,033-62.7% | $80,935-74.2% |
| Participation rate | 36.8% | 41.7%-4.9pp | 52.5%-15.7pp | 67.7%-30.8pp |
| Annual return | 14.22% | 35.28%-21.1pp | 1711.38%-1697.2pp | 35.66%-21.4pp |
| Employer contribution / active EE | $829 | $671+23.5% | $1,041-20.3% | $2,757-69.9% |
| Participant deferral / active EE | $887 | $1,228-27.8% | $1,954-54.6% | $4,299-79.4% |
| Admin fee / account holder | $856 | $2,434-64.8% | $2,827-69.7% | $6,924-87.6% |