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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 | $40,566-11.0% | $96,754-62.7% | $64,728-44.2% |
| Participation rate | 15.0% | 24.8%-9.8pp | 70.3%-55.3pp | 57.9%-42.9pp |
| Annual return | 16.54% | 93.20%-76.7pp | 82.04%-65.5pp | 49.38%-32.8pp |
| Employer contribution / active EE | $140 | $808-82.6% | $2,679-94.8% | $2,243-93.7% |
| Participant deferral / active EE | $710 | $933-23.9% | $4,758-85.1% | $2,729-74.0% |
| Admin fee / account holder | $3,570 | $2,770+28.9% | $8,905-59.9% | $1,145+211.7% |