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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 | $16,650 | $39,036-57.3% | $80,784-79.4% | $85,851-80.6% |
| Participation rate | 12.5% | 41.6%-29.1pp | 54.2%-41.7pp | 69.3%-56.8pp |
| Annual return | 12.83% | 26.31%-13.5pp | 87.31%-74.5pp | 318.63%-305.8pp |
| Employer contribution / active EE | $177 | $722-75.5% | $1,160-84.7% | $2,565-93.1% |
| Participant deferral / active EE | $336 | $1,326-74.6% | $2,145-84.3% | $3,952-91.5% |
| Admin fee / account holder | $4,134 | $2,429+70.2% | $3,380+22.3% | $6,261-34.0% |