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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 | $31,105+4.1% | $53,647-39.7% | $64,097-49.5% |
| Participation rate | 12.6% | 30.7%-18.1pp | 56.3%-43.7pp | 55.2%-42.6pp |
| Annual return | 14.38% | 22.54%-8.2pp | 358.33%-344.0pp | 34.64%-20.3pp |
| Employer contribution / active EE | $188 | $441-57.3% | $962-80.4% | $1,891-90.0% |
| Participant deferral / active EE | $332 | $896-62.9% | $1,813-81.7% | $3,080-89.2% |
| Admin fee / account holder | $1,652 | $2,195-24.7% | $2,460-32.8% | $3,454-52.2% |