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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 | $47,256 | $49,891-5.3% | $80,607-41.4% | $75,181-37.1% |
| Participation rate | 14.3% | 55.3%-41.0pp | 67.0%-52.7pp | 67.2%-52.9pp |
| Annual return | 16.37% | 34.67%-18.3pp | 936.11%-919.7pp | 160.69%-144.3pp |
| Employer contribution / active EE | $305 | $1,698-82.0% | $2,724-88.8% | $2,671-88.6% |
| Participant deferral / active EE | $909 | $2,991-69.6% | $4,448-79.6% | $4,126-78.0% |
| Admin fee / account holder | $2,316 | $3,578-35.3% | $5,379-56.9% | $5,650-59.0% |