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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 | $29,733+59.2% | $56,025-15.5% | $80,959-41.5% |
| Participation rate | 8.6% | 41.7%-33.2pp | 52.5%-43.9pp | 67.7%-59.1pp |
| Annual return | 20.23% | 35.28%-15.1pp | 1712.69%-1692.5pp | 35.67%-15.4pp |
| Employer contribution / active EE | $593 | $672-11.7% | $1,042-43.0% | $2,757-78.5% |
| Participant deferral / active EE | $812 | $1,229-34.0% | $1,955-58.5% | $4,300-81.1% |
| Admin fee / account holder | $306 | $2,434-87.4% | $2,828-89.2% | $6,925-95.6% |