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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 | $31,932 | $30,385+5.1% | $56,054-43.0% | $74,400-57.1% |
| Participation rate | 13.1% | 32.9%-19.8pp | 52.5%-39.4pp | 67.2%-54.1pp |
| Annual return | 13.16% | 24.92%-11.8pp | 1705.95%-1692.8pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $335 | $609-44.9% | $1,039-67.7% | $2,624-87.2% |
| Participant deferral / active EE | $671 | $1,174-42.8% | $1,952-65.6% | $4,348-84.6% |
| Admin fee / account holder | $5,354 | $2,361+126.7% | $2,822+89.7% | $1,944+175.4% |