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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 | $32,155 | $29,733+8.1% | $56,025-42.6% | $80,959-60.3% |
| Participation rate | 15.6% | 41.7%-26.1pp | 52.5%-36.9pp | 67.7%-52.0pp |
| Annual return | 18.12% | 35.28%-17.2pp | 1712.69%-1694.6pp | 35.67%-17.6pp |
| Employer contribution / active EE | $423 | $672-37.0% | $1,042-59.4% | $2,757-84.6% |
| Participant deferral / active EE | $1,200 | $1,229-2.4% | $1,955-38.6% | $4,300-72.1% |
| Admin fee / account holder | $3,037 | $2,434+24.8% | $2,828+7.4% | $6,925-56.2% |