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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 | $55,542 | $29,667+87.2% | $56,441-1.6% | $80,874-31.3% |
| Participation rate | 11.6% | 41.7%-30.1pp | 52.5%-40.9pp | 67.6%-56.1pp |
| Annual return | 28.21% | 35.22%-7.0pp | 1704.21%-1676.0pp | 35.62%-7.4pp |
| Employer contribution / active EE | $299 | $669-55.4% | $1,039-71.3% | $2,756-89.2% |
| Participant deferral / active EE | $884 | $1,227-27.9% | $1,953-54.7% | $4,297-79.4% |
| Admin fee / account holder | $4,811 | $2,429+98.0% | $2,829+70.1% | $6,935-30.6% |