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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 | $17,501 | $29,507-40.7% | $56,025-68.8% | $77,762-77.5% |
| Participation rate | 8.5% | 32.7%-24.2pp | 52.5%-44.0pp | 70.6%-62.1pp |
| Annual return | 15.65% | 18.90%-3.2pp | 1712.69%-1697.0pp | 31.27%-15.6pp |
| Employer contribution / active EE | $296 | $570-48.0% | $1,042-71.5% | $2,728-89.1% |
| Participant deferral / active EE | $478 | $1,062-55.0% | $1,955-75.6% | $4,651-89.7% |
| Admin fee / account holder | $1,150 | $1,041+10.5% | $2,828-59.3% | $433+165.6% |