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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 | $58,647 | $129,217-54.6% | $93,406-37.2% | $158,931-63.1% |
| Participation rate | 27.3% | 71.0%-43.7pp | 66.8%-39.5pp | 82.0%-54.7pp |
| Annual return | 11.10% | 118.21%-107.1pp | 78.05%-66.9pp | 302.86%-291.8pp |
| Employer contribution / active EE | $131 | $2,711-95.2% | $2,075-93.7% | $4,761-97.2% |
| Participant deferral / active EE | $1,488 | $3,909-61.9% | $3,126-52.4% | $5,982-75.1% |
| Admin fee / account holder | $799 | $7,383-89.2% | $5,230-84.7% | $11,247-92.9% |