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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 | $15,018 | $29,670-49.4% | $56,054-73.2% | $80,911-81.4% |
| Participation rate | 32.6% | 41.7%-9.1pp | 52.5%-19.9pp | 67.6%-35.0pp |
| Annual return | 12.09% | 35.24%-23.1pp | 1705.95%-1693.9pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,063 | $670+58.7% | $1,039+2.3% | $2,756-61.4% |
| Participant deferral / active EE | $1,572 | $1,227+28.2% | $1,952-19.5% | $4,297-63.4% |
| Admin fee / account holder | $1,993 | $2,431-18.0% | $2,822-29.4% | $6,935-71.3% |