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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 | $29,670+8.6% | $56,054-42.5% | $80,911-60.2% |
| Participation rate | 5.2% | 41.7%-36.5pp | 52.5%-47.3pp | 67.6%-62.4pp |
| Annual return | 15.50% | 35.24%-19.7pp | 1705.95%-1690.4pp | 35.63%-20.1pp |
| Employer contribution / active EE | $267 | $670-60.1% | $1,039-74.3% | $2,756-90.3% |
| Participant deferral / active EE | $744 | $1,227-39.3% | $1,952-61.9% | $4,297-82.7% |
| Admin fee / account holder | $1,535 | $2,431-36.9% | $2,822-45.6% | $6,935-77.9% |