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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 | $24,419 | $126,113-80.6% | $116,096-79.0% | $155,188-84.3% |
| Participation rate | 45.0% | 75.1%-30.1pp | 73.3%-28.3pp | 80.8%-35.8pp |
| Annual return | 6.46% | 391.72%-385.3pp | 326.25%-319.8pp | 148.84%-142.4pp |
| Employer contribution / active EE | $561 | $2,672-79.0% | $2,503-77.6% | $4,248-86.8% |
| Participant deferral / active EE | $1,032 | $4,162-75.2% | $3,952-73.9% | $6,531-84.2% |
| Admin fee / account holder | $65,991 | $8,045+720.3% | $7,704+756.6% | $14,480+355.7% |