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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 | $42,451 | $29,733+42.8% | $56,025-24.2% | $80,959-47.6% |
| Participation rate | 17.7% | 41.7%-24.0pp | 52.5%-34.8pp | 67.7%-49.9pp |
| Annual return | 14.39% | 35.28%-20.9pp | 1712.69%-1698.3pp | 35.67%-21.3pp |
| Employer contribution / active EE | $143 | $672-78.7% | $1,042-86.2% | $2,757-94.8% |
| Participant deferral / active EE | $371 | $1,229-69.8% | $1,955-81.0% | $4,300-91.4% |
| Admin fee / account holder | $1,062 | $2,434-56.4% | $2,828-62.4% | $6,925-84.7% |