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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 | $37,523 | $30,423+23.3% | $56,025-33.0% | $74,478-49.6% |
| Participation rate | 13.0% | 32.9%-19.9pp | 52.5%-39.5pp | 67.2%-54.2pp |
| Annual return | 11.77% | 24.97%-13.2pp | 1712.69%-1700.9pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $363 | $610-40.5% | $1,042-65.1% | $2,626-86.2% |
| Participant deferral / active EE | $667 | $1,176-43.3% | $1,955-65.8% | $4,350-84.7% |
| Admin fee / account holder | $2,012 | $2,363-14.9% | $2,828-28.9% | $1,946+3.4% |