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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 | $27,954 | $27,243+2.6% | $52,425-46.7% | $79,634-64.9% |
| Participation rate | 8.2% | 22.4%-14.2pp | 55.6%-47.4pp | 62.5%-54.3pp |
| Annual return | 20.12% | 63.36%-43.2pp | 302.12%-282.0pp | 36.46%-16.3pp |
| Employer contribution / active EE | $97 | $319-69.7% | $914-89.4% | $2,529-96.2% |
| Participant deferral / active EE | $164 | $636-74.1% | $1,790-90.8% | $3,835-95.7% |
| Admin fee / account holder | $1,374 | $2,105-34.7% | $2,495-44.9% | $1,002+37.2% |