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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 | $36,966 | $27,936+32.3% | $58,561-36.9% | $75,173-50.8% |
| Participation rate | 9.2% | 38.8%-29.6pp | 50.9%-41.7pp | 67.2%-58.0pp |
| Annual return | 17.69% | 44.21%-26.5pp | 4251.33%-4233.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $339 | $670-49.3% | $1,053-67.8% | $2,671-87.3% |
| Participant deferral / active EE | $1,147 | $1,202-4.5% | $1,923-40.3% | $4,126-72.2% |
| Admin fee / account holder | $604 | $1,727-65.0% | $2,520-76.0% | $5,651-89.3% |