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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 | $29,733-49.3% | $56,025-73.1% | $80,959-81.4% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.7%-47.7pp |
| Annual return | 38.98% | 35.28%+3.7pp | 1712.69%-1673.7pp | 35.67%+3.3pp |
| Employer contribution / active EE | $335 | $672-50.2% | $1,042-67.9% | $2,757-87.9% |
| Participant deferral / active EE | $1,800 | $1,229+46.4% | $1,955-7.9% | $4,300-58.1% |
| Admin fee / account holder | $1,166 | $2,434-52.1% | $2,828-58.8% | $6,925-83.2% |