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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 | $37,341 | $26,137+42.9% | $58,561-36.2% | $74,460-49.9% |
| Participation rate | 17.1% | 32.2%-15.1pp | 50.9%-33.8pp | 70.7%-53.7pp |
| Annual return | 16.08% | 32.53%-16.4pp | 4251.33%-4235.2pp | 34.38%-18.3pp |
| Employer contribution / active EE | $354 | $537-34.1% | $1,053-66.4% | $2,638-86.6% |
| Participant deferral / active EE | $548 | $1,076-49.1% | $1,923-71.5% | $4,530-87.9% |
| Admin fee / account holder | $1,119 | $648+72.6% | $2,520-55.6% | $348+221.7% |