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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 | $41,355 | $29,554+39.9% | $56,054-26.2% | $77,692-46.8% |
| Participation rate | 11.7% | 32.6%-21.0pp | 52.5%-40.8pp | 70.6%-58.9pp |
| Annual return | 16.84% | 18.89%-2.1pp | 1705.95%-1689.1pp | 31.25%-14.4pp |
| Employer contribution / active EE | $171 | $568-69.9% | $1,039-83.5% | $2,726-93.7% |
| Participant deferral / active EE | $959 | $1,061-9.6% | $1,952-50.9% | $4,648-79.4% |
| Admin fee / account holder | $1,161 | $1,046+11.0% | $2,822-58.9% | $431+169.7% |