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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 | $34,681 | $45,900-24.4% | $94,057-63.1% | $64,340-46.1% |
| Participation rate | 21.1% | 50.6%-29.5pp | 73.3%-52.2pp | 55.2%-34.1pp |
| Annual return | 15.16% | 50.47%-35.3pp | 480.62%-465.5pp | 24.14%-9.0pp |
| Employer contribution / active EE | $263 | $1,612-83.7% | $2,933-91.0% | $1,862-85.9% |
| Participant deferral / active EE | $1,048 | $2,102-50.2% | $4,709-77.8% | $2,980-64.8% |
| Admin fee / account holder | $1,729 | $3,143-45.0% | $7,244-76.1% | $3,703-53.3% |