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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 | $17,279 | $57,073-69.7% | $85,126-79.7% | $80,925-78.6% |
| Participation rate | 30.3% | 56.4%-26.1pp | 67.5%-37.2pp | 67.7%-37.4pp |
| Annual return | 119.85% | 21.69%+98.2pp | 66.63%+53.2pp | 35.65%+84.2pp |
| Employer contribution / active EE | $581 | $1,801-67.7% | $2,731-78.7% | $2,756-78.9% |
| Participant deferral / active EE | $1,099 | $3,113-64.7% | $4,523-75.7% | $4,299-74.4% |
| Admin fee / account holder | $542 | $4,988-89.1% | $6,160-91.2% | $6,940-92.2% |