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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 | $17,363 | $51,878-66.5% | $68,368-74.6% | $79,634-78.2% |
| Participation rate | 20.5% | 53.7%-33.2pp | 73.8%-53.3pp | 62.5%-42.0pp |
| Annual return | 18.77% | 137.43%-118.7pp | 292.57%-273.8pp | 36.46%-17.7pp |
| Employer contribution / active EE | $452 | $1,931-76.6% | $2,649-82.9% | $2,529-82.1% |
| Participant deferral / active EE | $894 | $2,577-65.3% | $4,123-78.3% | $3,835-76.7% |
| Admin fee / account holder | $1,414 | $942+50.1% | $5,150-72.5% | $1,002+41.1% |