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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 | $30,421+23.3% | $56,077-33.1% | $74,429-49.6% |
| Participation rate | 13.0% | 32.9%-19.8pp | 52.5%-39.5pp | 67.2%-54.2pp |
| Annual return | 11.77% | 24.94%-13.2pp | 1709.28%-1697.5pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $363 | $610-40.4% | $1,040-65.1% | $2,625-86.2% |
| Participant deferral / active EE | $667 | $1,175-43.2% | $1,954-65.8% | $4,348-84.6% |
| Admin fee / account holder | $2,012 | $2,363-14.9% | $2,825-28.8% | $1,944+3.5% |