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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 | $58,660 | $27,936+110.0% | $58,561+0.2% | $75,173-22.0% |
| Participation rate | 21.9% | 38.8%-17.0pp | 50.9%-29.0pp | 67.2%-45.3pp |
| Annual return | 20.29% | 44.21%-23.9pp | 4251.33%-4231.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $345 | $670-48.5% | $1,053-67.3% | $2,671-87.1% |
| Participant deferral / active EE | $1,369 | $1,202+13.9% | $1,923-28.8% | $4,126-66.8% |
| Admin fee / account holder | $647 | $1,727-62.5% | $2,520-74.3% | $5,651-88.5% |