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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 | $30,423+5.6% | $56,025-42.6% | $74,478-56.9% |
| Participation rate | 18.6% | 32.9%-14.3pp | 52.5%-33.9pp | 67.2%-48.6pp |
| Annual return | 12.30% | 24.97%-12.7pp | 1712.69%-1700.4pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $320 | $610-47.5% | $1,042-69.2% | $2,626-87.8% |
| Participant deferral / active EE | $818 | $1,176-30.4% | $1,955-58.1% | $4,350-81.2% |
| Admin fee / account holder | $2,866 | $2,363+21.3% | $2,828+1.3% | $1,946+47.3% |