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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 | $30,178 | $29,733+1.5% | $56,025-46.1% | $80,959-62.7% |
| Participation rate | 11.8% | 41.7%-30.0pp | 52.5%-40.7pp | 67.7%-55.9pp |
| Annual return | 11.84% | 35.28%-23.4pp | 1712.69%-1700.8pp | 35.67%-23.8pp |
| Employer contribution / active EE | $559 | $672-16.8% | $1,042-46.3% | $2,757-79.7% |
| Participant deferral / active EE | $559 | $1,229-54.5% | $1,955-71.4% | $4,300-87.0% |
| Admin fee / account holder | $1,658 | $2,434-31.9% | $2,828-41.4% | $6,925-76.1% |