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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 | $21,026 | $29,733-29.3% | $56,025-62.5% | $80,959-74.0% |
| Participation rate | 17.0% | 41.7%-24.7pp | 52.5%-35.5pp | 67.7%-50.6pp |
| Annual return | 12.54% | 35.28%-22.7pp | 1712.69%-1700.1pp | 35.67%-23.1pp |
| Employer contribution / active EE | $395 | $672-41.2% | $1,042-62.1% | $2,757-85.7% |
| Participant deferral / active EE | $722 | $1,229-41.3% | $1,955-63.1% | $4,300-83.2% |
| Admin fee / account holder | $503 | $2,434-79.3% | $2,828-82.2% | $6,925-92.7% |