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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 | $51,689 | $29,051+77.9% | $52,425-1.4% | $67,986-24.0% |
| Participation rate | 22.0% | 30.4%-8.4pp | 55.6%-33.6pp | 57.2%-35.2pp |
| Annual return | 14.13% | 24.00%-9.9pp | 302.12%-288.0pp | 31.67%-17.5pp |
| Employer contribution / active EE | $260 | $412-36.8% | $914-71.5% | $2,019-87.1% |
| Participant deferral / active EE | $799 | $873-8.5% | $1,790-55.4% | $3,358-76.2% |
| Admin fee / account holder | $6,636 | $2,113+214.1% | $2,495+166.0% | $3,203+107.2% |