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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 | $45,498 | $39,028+16.6% | $80,741-43.6% | $85,856-47.0% |
| Participation rate | 6.4% | 41.6%-35.2pp | 54.2%-47.8pp | 69.3%-62.9pp |
| Annual return | 14.27% | 26.31%-12.0pp | 87.30%-73.0pp | 318.58%-304.3pp |
| Employer contribution / active EE | $104 | $722-85.5% | $1,160-91.0% | $2,565-95.9% |
| Participant deferral / active EE | $520 | $1,326-60.8% | $2,145-75.8% | $3,952-86.8% |
| Admin fee / account holder | $751 | $2,429-69.1% | $3,380-77.8% | $6,261-88.0% |