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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 | $14,756 | $26,140-43.6% | $58,507-74.8% | $74,473-80.2% |
| Participation rate | 23.3% | 32.1%-8.8pp | 50.9%-27.6pp | 70.7%-47.5pp |
| Annual return | 17.83% | 32.51%-14.7pp | 4252.32%-4234.5pp | 34.36%-16.5pp |
| Employer contribution / active EE | $216 | $537-59.8% | $1,053-79.5% | $2,638-91.8% |
| Participant deferral / active EE | $926 | $1,075-13.8% | $1,922-51.8% | $4,530-79.5% |
| Admin fee / account holder | $2,038 | $652+212.8% | $2,486-18.0% | $347+487.2% |