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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 | $38,201 | $44,229-13.6% | $155,789-75.5% | $55,191-30.8% |
| Participation rate | 20.1% | 60.8%-40.8pp | 76.1%-56.0pp | 69.2%-49.1pp |
| Annual return | 0.18% | 0.37%-0.2pp | 71.54%-71.4pp | 10.78%-10.6pp |
| Employer contribution / active EE | $465 | $1,317-64.7% | $3,839-87.9% | $1,899-75.5% |
| Participant deferral / active EE | $987 | $2,851-65.4% | $4,798-79.4% | $3,046-67.6% |
| Admin fee / account holder | $1,041 | $86+1107.3% | $7,477-86.1% | $91+1046.3% |