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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 | $30,755 | $29,716+3.5% | $56,077-45.2% | $80,925-62.0% |
| Participation rate | 11.8% | 41.7%-29.9pp | 52.5%-40.7pp | 67.7%-55.9pp |
| Annual return | 16.21% | 35.30%-19.1pp | 1709.28%-1693.1pp | 35.65%-19.4pp |
| Employer contribution / active EE | $200 | $671-70.2% | $1,040-80.8% | $2,756-92.7% |
| Participant deferral / active EE | $348 | $1,228-71.7% | $1,954-82.2% | $4,299-91.9% |
| Admin fee / account holder | $3,142 | $2,432+29.2% | $2,825+11.2% | $6,940-54.7% |