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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 | $31,075 | $26,936+15.4% | $53,647-42.1% | $71,012-56.2% |
| Participation rate | 11.1% | 21.9%-10.8pp | 56.3%-45.2pp | 58.6%-47.5pp |
| Annual return | 18.60% | 81.59%-63.0pp | 358.33%-339.7pp | 37.67%-19.1pp |
| Employer contribution / active EE | $368 | $335+10.0% | $962-61.7% | $2,348-84.3% |
| Participant deferral / active EE | $760 | $590+28.8% | $1,813-58.1% | $3,246-76.6% |
| Admin fee / account holder | $879 | $2,177-59.6% | $2,460-64.3% | $1,167-24.7% |