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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 | $13,321 | $29,733-55.2% | $56,025-76.2% | $80,959-83.5% |
| Participation rate | 42.1% | 41.7%+0.4pp | 52.5%-10.4pp | 67.7%-25.6pp |
| Annual return | 17.21% | 35.28%-18.1pp | 1712.69%-1695.5pp | 35.67%-18.5pp |
| Employer contribution / active EE | $640 | $672-4.7% | $1,042-38.6% | $2,757-76.8% |
| Participant deferral / active EE | $1,719 | $1,229+39.8% | $1,955-12.1% | $4,300-60.0% |
| Admin fee / account holder | $775 | $2,434-68.1% | $2,828-72.6% | $6,925-88.8% |