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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 | $19,498 | $30,423-35.9% | $56,025-65.2% | $74,478-73.8% |
| Participation rate | 42.0% | 32.9%+9.2pp | 52.5%-10.5pp | 67.2%-25.2pp |
| Annual return | 13.30% | 24.97%-11.7pp | 1712.69%-1699.4pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,059 | $610+73.5% | $1,042+1.7% | $2,626-59.7% |
| Participant deferral / active EE | $1,888 | $1,176+60.5% | $1,955-3.4% | $4,350-56.6% |
| Admin fee / account holder | $792 | $2,363-66.5% | $2,828-72.0% | $1,946-59.3% |