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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 | $32,438 | $29,736+9.1% | $56,033-42.1% | $80,935-59.9% |
| Participation rate | 10.8% | 41.7%-30.9pp | 52.5%-41.7pp | 67.7%-56.9pp |
| Annual return | 18.51% | 35.28%-16.8pp | 1711.38%-1692.9pp | 35.66%-17.1pp |
| Employer contribution / active EE | $211 | $671-68.6% | $1,041-79.7% | $2,757-92.4% |
| Participant deferral / active EE | $863 | $1,228-29.8% | $1,954-55.8% | $4,299-79.9% |
| Admin fee / account holder | $805 | $2,434-66.9% | $2,827-71.5% | $6,924-88.4% |