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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 | $61,593 | $30,437+102.4% | $56,033+9.9% | $74,459-17.3% |
| Participation rate | 13.4% | 32.9%-19.5pp | 52.5%-39.1pp | 67.2%-53.8pp |
| Annual return | 15.67% | 24.96%-9.3pp | 1711.38%-1695.7pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $220 | $610-63.9% | $1,041-78.9% | $2,626-91.6% |
| Participant deferral / active EE | $417 | $1,176-64.5% | $1,954-78.7% | $4,350-90.4% |
| Admin fee / account holder | $7,527 | $2,363+218.5% | $2,827+166.3% | $1,945+287.0% |