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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 | $30,199 | $26,936+12.1% | $53,647-43.7% | $71,012-57.5% |
| Participation rate | 10.3% | 21.9%-11.6pp | 56.3%-46.0pp | 58.6%-48.3pp |
| Annual return | 21.49% | 81.59%-60.1pp | 358.33%-336.8pp | 37.67%-16.2pp |
| Employer contribution / active EE | $287 | $335-14.2% | $962-70.1% | $2,348-87.8% |
| Participant deferral / active EE | $541 | $590-8.4% | $1,813-70.2% | $3,246-83.3% |
| Admin fee / account holder | $1,397 | $2,177-35.8% | $2,460-43.2% | $1,167+19.7% |