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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 | $48,946 | $40,566+20.7% | $96,754-49.4% | $64,728-24.4% |
| Participation rate | 5.6% | 24.8%-19.2pp | 70.3%-64.7pp | 57.9%-52.3pp |
| Annual return | 15.41% | 93.20%-77.8pp | 82.04%-66.6pp | 49.38%-34.0pp |
| Employer contribution / active EE | $171 | $808-78.8% | $2,679-93.6% | $2,243-92.4% |
| Participant deferral / active EE | $231 | $933-75.2% | $4,758-95.1% | $2,729-91.5% |
| Admin fee / account holder | $869 | $2,770-68.6% | $8,905-90.2% | $1,145-24.1% |