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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 | $49,708 | $27,800+78.8% | $58,561-15.1% | $71,511-30.5% |
| Participation rate | 7.0% | 34.6%-27.6pp | 50.9%-43.9pp | 67.9%-61.0pp |
| Annual return | 15.79% | 26.80%-11.0pp | 4251.33%-4235.5pp | 28.86%-13.1pp |
| Employer contribution / active EE | $414 | $632-34.4% | $1,053-60.7% | $2,589-84.0% |
| Participant deferral / active EE | $973 | $1,208-19.4% | $1,923-49.4% | $4,291-77.3% |
| Admin fee / account holder | $1,963 | $1,637+19.9% | $2,520-22.1% | $1,588+23.6% |