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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 | $33,393 | $30,423+9.8% | $56,025-40.4% | $74,478-55.2% |
| Participation rate | 13.9% | 32.9%-19.0pp | 52.5%-38.6pp | 67.2%-53.3pp |
| Annual return | 12.07% | 24.97%-12.9pp | 1712.69%-1700.6pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $525 | $610-13.9% | $1,042-49.6% | $2,626-80.0% |
| Participant deferral / active EE | $976 | $1,176-17.1% | $1,955-50.1% | $4,350-77.6% |
| Admin fee / account holder | $3,357 | $2,363+42.0% | $2,828+18.7% | $1,946+72.5% |