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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 | $32,369 | $29,051+11.4% | $52,425-38.3% | $67,986-52.4% |
| Participation rate | 12.6% | 30.4%-17.8pp | 55.6%-43.0pp | 57.2%-44.6pp |
| Annual return | 14.38% | 24.00%-9.6pp | 302.12%-287.7pp | 31.67%-17.3pp |
| Employer contribution / active EE | $188 | $412-54.3% | $914-79.4% | $2,019-90.7% |
| Participant deferral / active EE | $332 | $873-61.9% | $1,790-81.4% | $3,358-90.1% |
| Admin fee / account holder | $1,652 | $2,113-21.8% | $2,495-33.8% | $3,203-48.4% |