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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 | $15,250 | $29,716-48.7% | $56,077-72.8% | $80,925-81.2% |
| Participation rate | 34.5% | 41.7%-7.2pp | 52.5%-18.0pp | 67.7%-33.1pp |
| Annual return | 20.16% | 35.30%-15.1pp | 1709.28%-1689.1pp | 35.65%-15.5pp |
| Employer contribution / active EE | $275 | $671-59.0% | $1,040-73.5% | $2,756-90.0% |
| Participant deferral / active EE | $386 | $1,228-68.5% | $1,954-80.2% | $4,299-91.0% |
| Admin fee / account holder | $1,312 | $2,432-46.1% | $2,825-53.6% | $6,940-81.1% |