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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 | $17,026 | $56,124-69.7% | $96,144-82.3% | $85,854-80.2% |
| Participation rate | 34.4% | 56.7%-22.3pp | 68.4%-34.0pp | 69.3%-34.9pp |
| Annual return | 12.40% | 42.30%-29.9pp | 191.96%-179.6pp | 318.56%-306.2pp |
| Employer contribution / active EE | $684 | $1,620-57.8% | $2,797-75.5% | $2,565-73.3% |
| Participant deferral / active EE | $1,231 | $2,859-57.0% | $4,349-71.7% | $3,952-68.9% |
| Admin fee / account holder | $478 | $3,769-87.3% | $5,537-91.4% | $6,260-92.4% |