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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 | $80,153 | $29,733+169.6% | $56,025+43.1% | $80,959-1.0% |
| Participation rate | 33.3% | 41.7%-8.4pp | 52.5%-19.2pp | 67.7%-34.3pp |
| Annual return | 17.18% | 35.28%-18.1pp | 1712.69%-1695.5pp | 35.67%-18.5pp |
| Employer contribution / active EE | $490 | $672-27.0% | $1,042-52.9% | $2,757-82.2% |
| Participant deferral / active EE | $660 | $1,229-46.4% | $1,955-66.3% | $4,300-84.7% |
| Admin fee / account holder | $743 | $2,434-69.5% | $2,828-73.7% | $6,925-89.3% |