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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 | $17,092 | $27,800-38.5% | $58,507-70.8% | $71,529-76.1% |
| Participation rate | 27.4% | 34.6%-7.2pp | 50.9%-23.5pp | 67.9%-40.6pp |
| Annual return | 21.08% | 26.80%-5.7pp | 4252.32%-4231.2pp | 28.97%-7.9pp |
| Employer contribution / active EE | $132 | $632-79.0% | $1,053-87.4% | $2,590-94.9% |
| Participant deferral / active EE | $1,382 | $1,208+14.4% | $1,922-28.1% | $4,291-67.8% |
| Admin fee / account holder | $1,002 | $1,637-38.8% | $2,486-59.7% | $1,588-36.9% |