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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 | $57,211 | $67,823-15.6% | $52,425+9.1% | $137,256-58.3% |
| Participation rate | 5.6% | 63.9%-58.4pp | 55.6%-50.1pp | 80.0%-74.4pp |
| Annual return | 19.01% | 219.11%-200.1pp | 302.12%-283.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $150 | $1,163-87.1% | $914-83.6% | $4,156-96.4% |
| Participant deferral / active EE | $369 | $2,288-83.9% | $1,790-79.4% | $6,407-94.2% |
| Admin fee / account holder | $655 | $2,844-77.0% | $2,495-73.7% | $12,270-94.7% |