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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 | $29,736+96.5% | $56,033+4.3% | $80,935-27.8% |
| Participation rate | 5.1% | 41.7%-36.6pp | 52.5%-47.4pp | 67.7%-62.5pp |
| Annual return | 11.91% | 35.28%-23.4pp | 1711.38%-1699.5pp | 35.66%-23.7pp |
| Employer contribution / active EE | $141 | $671-79.0% | $1,041-86.4% | $2,757-94.9% |
| Participant deferral / active EE | $289 | $1,228-76.5% | $1,954-85.2% | $4,299-93.3% |
| Admin fee / account holder | $479 | $2,434-80.3% | $2,827-83.1% | $6,924-93.1% |