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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 | $79,964 | $56,116+42.5% | $135,768-41.1% | $86,983-8.1% |
| Participation rate | 36.1% | 60.1%-24.0pp | 71.1%-35.0pp | 69.5%-33.4pp |
| Annual return | 14.28% | 125.33%-111.0pp | 526.10%-511.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $235 | $1,528-84.6% | $3,394-93.1% | $2,584-90.9% |
| Participant deferral / active EE | $1,379 | $2,690-48.7% | $3,977-65.3% | $4,194-67.1% |
| Admin fee / account holder | $1,226 | $4,314-71.6% | $7,048-82.6% | $7,856-84.4% |