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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 | $32,134 | $30,421+5.6% | $56,077-42.7% | $74,429-56.8% |
| Participation rate | 18.6% | 32.9%-14.2pp | 52.5%-33.9pp | 67.2%-48.6pp |
| Annual return | 12.30% | 24.94%-12.6pp | 1709.28%-1697.0pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $320 | $610-47.5% | $1,040-69.2% | $2,625-87.8% |
| Participant deferral / active EE | $818 | $1,175-30.4% | $1,954-58.1% | $4,348-81.2% |
| Admin fee / account holder | $2,866 | $2,363+21.3% | $2,825+1.5% | $1,944+47.4% |