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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 | $57,487 | $110,551-48.0% | $80,741-28.8% | $167,518-65.7% |
| Participation rate | 12.5% | 64.0%-51.5pp | 54.2%-41.7pp | 82.1%-69.6pp |
| Annual return | 21.18% | 120.57%-99.4pp | 87.30%-66.1pp | 478.71%-457.5pp |
| Employer contribution / active EE | $101 | $1,543-93.4% | $1,160-91.3% | $4,838-97.9% |
| Participant deferral / active EE | $174 | $2,870-93.9% | $2,145-91.9% | $6,342-97.3% |
| Admin fee / account holder | $4,400 | $4,547-3.2% | $3,380+30.2% | $12,312-64.3% |