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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 | $25,284 | $29,716-14.9% | $56,077-54.9% | $80,925-68.8% |
| Participation rate | 55.6% | 41.7%+13.9pp | 52.5%+3.1pp | 67.7%-12.1pp |
| Annual return | 11.65% | 35.30%-23.6pp | 1709.28%-1697.6pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,354 | $671+101.8% | $1,040+30.2% | $2,756-50.9% |
| Participant deferral / active EE | $2,670 | $1,228+117.3% | $1,954+36.6% | $4,299-37.9% |
| Admin fee / account holder | $2,204 | $2,432-9.4% | $2,825-22.0% | $6,940-68.2% |