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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 | $43,215 | $103,038-58.1% | $90,324-52.2% | $152,909-71.7% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.5%-53.9pp |
| Annual return | 16.70% | 95.25%-78.6pp | 78.15%-61.5pp | 345.46%-328.8pp |
| Employer contribution / active EE | $229 | $3,141-92.7% | $2,856-92.0% | $4,764-95.2% |
| Participant deferral / active EE | $2,294 | $4,282-46.4% | $3,885-41.0% | $5,851-60.8% |
| Admin fee / account holder | $13,537 | $6,177+119.1% | $5,356+152.8% | $11,601+16.7% |