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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 | $59,300 | $29,670+99.9% | $56,054+5.8% | $80,911-26.7% |
| Participation rate | 22.0% | 41.7%-19.7pp | 52.5%-30.5pp | 67.6%-45.7pp |
| Annual return | 15.53% | 35.24%-19.7pp | 1705.95%-1690.4pp | 35.63%-20.1pp |
| Employer contribution / active EE | $264 | $670-60.6% | $1,039-74.6% | $2,756-90.4% |
| Participant deferral / active EE | $563 | $1,227-54.1% | $1,952-71.1% | $4,297-86.9% |
| Admin fee / account holder | $652 | $2,431-73.2% | $2,822-76.9% | $6,935-90.6% |