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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 | $18,978 | $51,207-62.9% | $70,565-73.1% | $75,177-74.8% |
| Participation rate | 18.4% | 61.0%-42.5pp | 68.4%-49.9pp | 67.2%-48.8pp |
| Annual return | 100.86% | 30.05%+70.8pp | 32.79%+68.1pp | 160.75%-59.9pp |
| Employer contribution / active EE | $425 | $1,826-76.7% | $2,976-85.7% | $2,671-84.1% |
| Participant deferral / active EE | $976 | $2,850-65.8% | $4,568-78.6% | $4,126-76.4% |
| Admin fee / account holder | $5,084 | $4,097+24.1% | $6,430-20.9% | $5,651-10.0% |