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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 | $34,600 | $29,733+16.4% | $56,025-38.2% | $80,959-57.3% |
| Participation rate | 15.6% | 41.7%-26.1pp | 52.5%-36.9pp | 67.7%-52.0pp |
| Annual return | 14.99% | 35.28%-20.3pp | 1712.69%-1697.7pp | 35.67%-20.7pp |
| Employer contribution / active EE | $366 | $672-45.5% | $1,042-64.9% | $2,757-86.7% |
| Participant deferral / active EE | $1,449 | $1,229+17.8% | $1,955-25.9% | $4,300-66.3% |
| Admin fee / account holder | $877 | $2,434-64.0% | $2,828-69.0% | $6,925-87.3% |