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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 | $12,292 | $29,736-58.7% | $56,033-78.1% | $80,935-84.8% |
| Participation rate | 45.7% | 41.7%+4.0pp | 52.5%-6.8pp | 67.7%-21.9pp |
| Annual return | 15.94% | 35.28%-19.3pp | 1711.38%-1695.4pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,200 | $671+78.7% | $1,041+15.2% | $2,757-56.5% |
| Participant deferral / active EE | $1,466 | $1,228+19.4% | $1,954-24.9% | $4,299-65.9% |
| Admin fee / account holder | $781 | $2,434-67.9% | $2,827-72.4% | $6,924-88.7% |