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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 | $27,708 | $27,800-0.3% | $58,561-52.7% | $71,511-61.3% |
| Participation rate | 18.3% | 34.6%-16.3pp | 50.9%-32.6pp | 67.9%-49.7pp |
| Annual return | 16.35% | 26.80%-10.5pp | 4251.33%-4235.0pp | 28.86%-12.5pp |
| Employer contribution / active EE | $284 | $632-55.0% | $1,053-73.0% | $2,589-89.0% |
| Participant deferral / active EE | $734 | $1,208-39.3% | $1,923-61.8% | $4,291-82.9% |
| Admin fee / account holder | $2,213 | $1,637+35.2% | $2,520-12.2% | $1,588+39.3% |