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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 | $58,430 | $29,670+96.9% | $56,054+4.2% | $80,911-27.8% |
| Participation rate | 5.1% | 41.7%-36.5pp | 52.5%-47.4pp | 67.6%-62.5pp |
| Annual return | 11.91% | 35.24%-23.3pp | 1705.95%-1694.0pp | 35.63%-23.7pp |
| Employer contribution / active EE | $141 | $670-78.9% | $1,039-86.4% | $2,756-94.9% |
| Participant deferral / active EE | $289 | $1,227-76.4% | $1,952-85.2% | $4,297-93.3% |
| Admin fee / account holder | $479 | $2,431-80.3% | $2,822-83.0% | $6,935-93.1% |