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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 | $34,932+7.4% | $56,441-33.5% | $74,546-49.7% |
| Participation rate | 13.0% | 32.9%-19.8pp | 52.5%-39.5pp | 67.2%-54.2pp |
| Annual return | 11.77% | 24.90%-13.1pp | 1704.21%-1692.4pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $363 | $608-40.3% | $1,039-65.0% | $2,624-86.2% |
| Participant deferral / active EE | $667 | $1,173-43.1% | $1,953-65.8% | $4,347-84.6% |
| Admin fee / account holder | $2,012 | $2,359-14.7% | $2,829-28.9% | $1,944+3.5% |