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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 | $32,222 | $29,736+8.4% | $56,033-42.5% | $80,935-60.2% |
| Participation rate | 5.2% | 41.7%-36.5pp | 52.5%-47.3pp | 67.7%-62.5pp |
| Annual return | 15.50% | 35.28%-19.8pp | 1711.38%-1695.9pp | 35.66%-20.2pp |
| Employer contribution / active EE | $267 | $671-60.2% | $1,041-74.3% | $2,757-90.3% |
| Participant deferral / active EE | $744 | $1,228-39.4% | $1,954-61.9% | $4,299-82.7% |
| Admin fee / account holder | $1,535 | $2,434-36.9% | $2,827-45.7% | $6,924-77.8% |