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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 | $59,637 | $102,547-41.8% | $78,210-23.7% | $147,586-59.6% |
| Participation rate | 39.1% | 74.4%-35.3pp | 68.7%-29.6pp | 82.8%-43.7pp |
| Annual return | 15.24% | 51.08%-35.8pp | 40.90%-25.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $94 | $2,617-96.4% | $2,034-95.4% | $4,876-98.1% |
| Participant deferral / active EE | $438 | $3,481-87.4% | $2,823-84.5% | $5,439-92.0% |
| Admin fee / account holder | $2,662 | $5,059-47.4% | $3,758-29.2% | $10,886-75.5% |