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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 | $72,769 | $29,733+144.7% | $56,025+29.9% | $80,959-10.1% |
| Participation rate | 22.6% | 41.7%-19.1pp | 52.5%-29.9pp | 67.7%-45.1pp |
| Annual return | 13.08% | 35.28%-22.2pp | 1712.69%-1699.6pp | 35.67%-22.6pp |
| Employer contribution / active EE | $272 | $672-59.4% | $1,042-73.8% | $2,757-90.1% |
| Participant deferral / active EE | $735 | $1,229-40.2% | $1,955-62.4% | $4,300-82.9% |
| Admin fee / account holder | $981 | $2,434-59.7% | $2,828-65.3% | $6,925-85.8% |