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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 | $17,301 | $29,733-41.8% | $56,025-69.1% | $80,959-78.6% |
| Participation rate | 33.3% | 41.7%-8.4pp | 52.5%-19.2pp | 67.7%-34.3pp |
| Annual return | 16.80% | 35.28%-18.5pp | 1712.69%-1695.9pp | 35.67%-18.9pp |
| Employer contribution / active EE | $394 | $672-41.3% | $1,042-62.2% | $2,757-85.7% |
| Participant deferral / active EE | $1,187 | $1,229-3.5% | $1,955-39.3% | $4,300-72.4% |
| Admin fee / account holder | $950 | $2,434-61.0% | $2,828-66.4% | $6,925-86.3% |