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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 | $53,237 | $29,667+79.5% | $56,441-5.7% | $80,874-34.2% |
| Participation rate | 21.2% | 41.7%-20.5pp | 52.5%-31.3pp | 67.6%-46.4pp |
| Annual return | 23.53% | 35.22%-11.7pp | 1704.21%-1680.7pp | 35.62%-12.1pp |
| Employer contribution / active EE | $90 | $669-86.6% | $1,039-91.4% | $2,756-96.7% |
| Participant deferral / active EE | $898 | $1,227-26.8% | $1,953-54.0% | $4,297-79.1% |
| Admin fee / account holder | $2,688 | $2,429+10.6% | $2,829-5.0% | $6,935-61.2% |