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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 | $13,575 | $27,800-51.2% | $58,544-76.8% | $71,495-81.0% |
| Participation rate | 39.3% | 34.6%+4.7pp | 50.9%-11.6pp | 67.9%-28.6pp |
| Annual return | 24.50% | 26.80%-2.3pp | 4249.56%-4225.1pp | 28.85%-4.4pp |
| Employer contribution / active EE | $921 | $632+45.8% | $1,053-12.5% | $2,589-64.4% |
| Participant deferral / active EE | $1,576 | $1,208+30.4% | $1,923-18.1% | $4,291-63.3% |
| Admin fee / account holder | $628 | $1,637-61.6% | $2,520-75.1% | $1,588-60.4% |