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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 | $17,141 | $29,736-42.4% | $56,033-69.4% | $80,935-78.8% |
| Participation rate | 19.5% | 41.7%-22.2pp | 52.5%-33.0pp | 67.7%-48.1pp |
| Annual return | 23.25% | 35.28%-12.0pp | 1711.38%-1688.1pp | 35.66%-12.4pp |
| Employer contribution / active EE | $585 | $671-12.9% | $1,041-43.8% | $2,757-78.8% |
| Participant deferral / active EE | $610 | $1,228-50.3% | $1,954-68.8% | $4,299-85.8% |
| Admin fee / account holder | $950 | $2,434-61.0% | $2,827-66.4% | $6,924-86.3% |