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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 | $30,199 | $27,243+10.9% | $52,425-42.4% | $79,634-62.1% |
| Participation rate | 10.3% | 22.4%-12.1pp | 55.6%-45.3pp | 62.5%-52.2pp |
| Annual return | 21.49% | 63.36%-41.9pp | 302.12%-280.6pp | 36.46%-15.0pp |
| Employer contribution / active EE | $287 | $319-10.0% | $914-68.6% | $2,529-88.6% |
| Participant deferral / active EE | $541 | $636-14.9% | $1,790-69.8% | $3,835-85.9% |
| Admin fee / account holder | $1,397 | $2,105-33.6% | $2,495-44.0% | $1,002+39.5% |