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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 | $17,330 | $29,319-40.9% | $52,425-66.9% | $82,448-79.0% |
| Participation rate | 36.7% | 46.9%-10.2pp | 55.6%-19.0pp | 68.1%-31.4pp |
| Annual return | 17.29% | 535.20%-517.9pp | 302.12%-284.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $294 | $586-49.9% | $914-67.9% | $2,551-88.5% |
| Participant deferral / active EE | $3,046 | $1,171+160.0% | $1,790+70.1% | $4,139-26.4% |
| Admin fee / account holder | $5,953 | $1,962+203.4% | $2,495+138.6% | $7,234-17.7% |