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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 | $21,104 | $29,736-29.0% | $56,033-62.3% | $80,935-73.9% |
| Participation rate | 11.9% | 41.7%-29.8pp | 52.5%-40.6pp | 67.7%-55.8pp |
| Annual return | 17.35% | 35.28%-17.9pp | 1711.38%-1694.0pp | 35.66%-18.3pp |
| Employer contribution / active EE | $403 | $671-40.0% | $1,041-61.3% | $2,757-85.4% |
| Participant deferral / active EE | $748 | $1,228-39.1% | $1,954-61.7% | $4,299-82.6% |
| Admin fee / account holder | $397 | $2,434-83.7% | $2,827-86.0% | $6,924-94.3% |