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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 | $15,078 | $29,667-49.2% | $56,441-73.3% | $80,874-81.4% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.6%-47.6pp |
| Annual return | 38.98% | 35.22%+3.8pp | 1704.21%-1665.2pp | 35.62%+3.4pp |
| Employer contribution / active EE | $335 | $669-50.0% | $1,039-67.8% | $2,756-87.9% |
| Participant deferral / active EE | $1,800 | $1,227+46.7% | $1,953-7.8% | $4,297-58.1% |
| Admin fee / account holder | $1,166 | $2,429-52.0% | $2,829-58.8% | $6,935-83.2% |