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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 | $29,670-28.9% | $56,054-62.4% | $80,911-73.9% |
| Participation rate | 11.9% | 41.7%-29.8pp | 52.5%-40.6pp | 67.6%-55.7pp |
| Annual return | 17.35% | 35.24%-17.9pp | 1705.95%-1688.6pp | 35.63%-18.3pp |
| Employer contribution / active EE | $403 | $670-39.9% | $1,039-61.3% | $2,756-85.4% |
| Participant deferral / active EE | $748 | $1,227-39.0% | $1,952-61.7% | $4,297-82.6% |
| Admin fee / account holder | $397 | $2,431-83.7% | $2,822-86.0% | $6,935-94.3% |