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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 | $47,321 | $29,716+59.2% | $56,077-15.6% | $80,925-41.5% |
| Participation rate | 8.6% | 41.7%-33.1pp | 52.5%-43.9pp | 67.7%-59.1pp |
| Annual return | 20.23% | 35.30%-15.1pp | 1709.28%-1689.0pp | 35.65%-15.4pp |
| Employer contribution / active EE | $593 | $671-11.6% | $1,040-43.0% | $2,756-78.5% |
| Participant deferral / active EE | $812 | $1,228-33.9% | $1,954-58.5% | $4,299-81.1% |
| Admin fee / account holder | $306 | $2,432-87.4% | $2,825-89.2% | $6,940-95.6% |