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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 | $59,300 | $29,733+99.4% | $56,025+5.8% | $80,959-26.8% |
| Participation rate | 22.0% | 41.7%-19.8pp | 52.5%-30.6pp | 67.7%-45.7pp |
| Annual return | 15.53% | 35.28%-19.8pp | 1712.69%-1697.2pp | 35.67%-20.1pp |
| Employer contribution / active EE | $264 | $672-60.7% | $1,042-74.7% | $2,757-90.4% |
| Participant deferral / active EE | $563 | $1,229-54.2% | $1,955-71.2% | $4,300-86.9% |
| Admin fee / account holder | $652 | $2,434-73.2% | $2,828-76.9% | $6,925-90.6% |