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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 | $29,736+89.3% | $56,033+0.5% | $80,935-30.5% |
| Participation rate | 15.9% | 41.7%-25.8pp | 52.5%-36.6pp | 67.7%-51.8pp |
| Annual return | 11.90% | 35.28%-23.4pp | 1711.38%-1699.5pp | 35.66%-23.8pp |
| Employer contribution / active EE | $361 | $671-46.2% | $1,041-65.3% | $2,757-86.9% |
| Participant deferral / active EE | $1,264 | $1,228+2.9% | $1,954-35.3% | $4,299-70.6% |
| Admin fee / account holder | $8,022 | $2,434+229.6% | $2,827+183.7% | $6,924+15.8% |