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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 | $36,093 | $38,967-7.4% | $86,233-58.1% | $79,634-54.7% |
| Participation rate | 15.0% | 34.1%-19.1pp | 69.0%-54.0pp | 62.5%-47.5pp |
| Annual return | 16.54% | 49.90%-33.4pp | 61.39%-44.9pp | 36.46%-19.9pp |
| Employer contribution / active EE | $140 | $868-83.8% | $2,504-94.4% | $2,529-94.4% |
| Participant deferral / active EE | $710 | $1,663-57.3% | $4,559-84.4% | $3,835-81.5% |
| Admin fee / account holder | $3,570 | $2,660+34.2% | $8,342-57.2% | $1,002+256.3% |