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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 | $45,028 | $29,507+52.6% | $56,025-19.6% | $77,762-42.1% |
| Participation rate | 17.7% | 32.7%-15.0pp | 52.5%-34.8pp | 70.6%-52.9pp |
| Annual return | 13.83% | 18.90%-5.1pp | 1712.69%-1698.9pp | 31.27%-17.4pp |
| Employer contribution / active EE | $187 | $570-67.2% | $1,042-82.0% | $2,728-93.1% |
| Participant deferral / active EE | $476 | $1,062-55.2% | $1,955-75.7% | $4,651-89.8% |
| Admin fee / account holder | $1,990 | $1,041+91.2% | $2,828-29.6% | $433+359.7% |