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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 | $48,481 | $29,733+63.1% | $56,025-13.5% | $80,959-40.1% |
| Participation rate | 15.1% | 41.7%-26.7pp | 52.5%-37.4pp | 67.7%-52.6pp |
| Annual return | 12.06% | 35.28%-23.2pp | 1712.69%-1700.6pp | 35.67%-23.6pp |
| Employer contribution / active EE | $299 | $672-55.5% | $1,042-71.3% | $2,757-89.2% |
| Participant deferral / active EE | $387 | $1,229-68.5% | $1,955-80.2% | $4,300-91.0% |
| Admin fee / account holder | $2,546 | $2,434+4.6% | $2,828-10.0% | $6,925-63.2% |