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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 | $29,670-29.6% | $56,054-62.8% | $80,911-74.2% |
| Participation rate | 36.8% | 41.7%-4.8pp | 52.5%-15.6pp | 67.6%-30.8pp |
| Annual return | 14.22% | 35.24%-21.0pp | 1705.95%-1691.7pp | 35.63%-21.4pp |
| Employer contribution / active EE | $829 | $670+23.9% | $1,039-20.2% | $2,756-69.9% |
| Participant deferral / active EE | $887 | $1,227-27.7% | $1,952-54.5% | $4,297-79.3% |
| Admin fee / account holder | $856 | $2,431-64.8% | $2,822-69.7% | $6,935-87.7% |