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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 | $34,457 | $29,716+16.0% | $56,077-38.6% | $80,925-57.4% |
| Participation rate | 13.9% | 41.7%-27.8pp | 52.5%-38.6pp | 67.7%-53.7pp |
| Annual return | 13.47% | 35.30%-21.8pp | 1709.28%-1695.8pp | 35.65%-22.2pp |
| Employer contribution / active EE | $188 | $671-72.0% | $1,040-82.0% | $2,756-93.2% |
| Participant deferral / active EE | $527 | $1,228-57.1% | $1,954-73.0% | $4,299-87.7% |
| Admin fee / account holder | $1,249 | $2,432-48.6% | $2,825-55.8% | $6,940-82.0% |