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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 | $33,166 | $29,670+11.8% | $56,054-40.8% | $80,911-59.0% |
| Participation rate | 18.9% | 41.7%-22.8pp | 52.5%-33.6pp | 67.6%-48.8pp |
| Annual return | 13.34% | 35.24%-21.9pp | 1705.95%-1692.6pp | 35.63%-22.3pp |
| Employer contribution / active EE | $366 | $670-45.3% | $1,039-64.7% | $2,756-86.7% |
| Participant deferral / active EE | $1,112 | $1,227-9.3% | $1,952-43.0% | $4,297-74.1% |
| Admin fee / account holder | $1,852 | $2,431-23.8% | $2,822-34.4% | $6,935-73.3% |