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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 | $43,963 | $26,936+63.2% | $53,647-18.1% | $71,012-38.1% |
| Participation rate | 12.8% | 21.9%-9.1pp | 56.3%-43.5pp | 58.6%-45.8pp |
| Annual return | 15.88% | 81.59%-65.7pp | 358.33%-342.5pp | 37.67%-21.8pp |
| Employer contribution / active EE | $211 | $335-37.0% | $962-78.1% | $2,348-91.0% |
| Participant deferral / active EE | $436 | $590-26.1% | $1,813-76.0% | $3,246-86.6% |
| Admin fee / account holder | $6,384 | $2,177+193.3% | $2,460+159.5% | $1,167+447.0% |