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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 | $59,016 | $29,733+98.5% | $56,025+5.3% | $80,959-27.1% |
| Participation rate | 6.0% | 41.7%-35.8pp | 52.5%-46.6pp | 67.7%-61.7pp |
| Annual return | 14.89% | 35.28%-20.4pp | 1712.69%-1697.8pp | 35.67%-20.8pp |
| Employer contribution / active EE | $97 | $672-85.5% | $1,042-90.7% | $2,757-96.5% |
| Participant deferral / active EE | $886 | $1,229-27.9% | $1,955-54.7% | $4,300-79.4% |
| Admin fee / account holder | $2,018 | $2,434-17.1% | $2,828-28.7% | $6,925-70.9% |