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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 | $29,733+15.9% | $56,025-38.5% | $80,959-57.4% |
| Participation rate | 13.9% | 41.7%-27.8pp | 52.5%-38.6pp | 67.7%-53.7pp |
| Annual return | 13.47% | 35.28%-21.8pp | 1712.69%-1699.2pp | 35.67%-22.2pp |
| Employer contribution / active EE | $188 | $672-72.1% | $1,042-82.0% | $2,757-93.2% |
| Participant deferral / active EE | $527 | $1,229-57.2% | $1,955-73.1% | $4,300-87.8% |
| Admin fee / account holder | $1,249 | $2,434-48.7% | $2,828-55.8% | $6,925-82.0% |