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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 | $16,061 | $129,239-87.6% | $93,419-82.8% | $158,966-89.9% |
| Participation rate | 25.0% | 70.9%-45.9pp | 66.8%-41.8pp | 82.0%-57.0pp |
| Annual return | 9.65% | 118.21%-108.6pp | 78.05%-68.4pp | 302.95%-293.3pp |
| Employer contribution / active EE | $99 | $2,711-96.3% | $2,075-95.2% | $4,762-97.9% |
| Participant deferral / active EE | $1,208 | $3,909-69.1% | $3,126-61.4% | $5,983-79.8% |
| Admin fee / account holder | $2,990 | $7,383-59.5% | $5,230-42.8% | $11,250-73.4% |