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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 | $15,913 | $27,936-43.0% | $58,561-72.8% | $75,173-78.8% |
| Participation rate | 32.4% | 38.8%-6.4pp | 50.9%-18.4pp | 67.2%-34.8pp |
| Annual return | 18.55% | 44.21%-25.7pp | 4251.33%-4232.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $887 | $670+32.4% | $1,053-15.8% | $2,671-66.8% |
| Participant deferral / active EE | $1,352 | $1,202+12.5% | $1,923-29.7% | $4,126-67.2% |
| Admin fee / account holder | $1,522 | $1,727-11.8% | $2,520-39.6% | $5,651-73.1% |