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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 | $34,797 | $29,525+17.9% | $56,033-37.9% | $77,736-55.2% |
| Participation rate | 14.9% | 32.7%-17.8pp | 52.5%-37.6pp | 70.6%-55.7pp |
| Annual return | 15.88% | 18.90%-3.0pp | 1711.38%-1695.5pp | 31.26%-15.4pp |
| Employer contribution / active EE | $305 | $569-46.4% | $1,041-70.7% | $2,728-88.8% |
| Participant deferral / active EE | $414 | $1,062-61.0% | $1,954-78.8% | $4,651-91.1% |
| Admin fee / account holder | $1,367 | $1,040+31.4% | $2,827-51.7% | $433+215.4% |