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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 | $56,288 | $29,667+89.7% | $56,441-0.3% | $80,874-30.4% |
| Participation rate | 15.9% | 41.7%-25.8pp | 52.5%-36.6pp | 67.6%-51.8pp |
| Annual return | 11.90% | 35.22%-23.3pp | 1704.21%-1692.3pp | 35.62%-23.7pp |
| Employer contribution / active EE | $361 | $669-46.0% | $1,039-65.2% | $2,756-86.9% |
| Participant deferral / active EE | $1,264 | $1,227+3.1% | $1,953-35.3% | $4,297-70.6% |
| Admin fee / account holder | $8,022 | $2,429+230.2% | $2,829+183.5% | $6,935+15.7% |