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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 | $53,606 | $27,936+91.9% | $58,561-8.5% | $75,173-28.7% |
| Participation rate | 33.9% | 38.8%-4.9pp | 50.9%-17.0pp | 67.2%-33.3pp |
| Annual return | 20.81% | 44.21%-23.4pp | 4251.33%-4230.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $150 | $670-77.6% | $1,053-85.7% | $2,671-94.4% |
| Participant deferral / active EE | $601 | $1,202-50.0% | $1,923-68.7% | $4,126-85.4% |
| Admin fee / account holder | $532 | $1,727-69.2% | $2,520-78.9% | $5,651-90.6% |