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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 | $16,999 | $56,134-69.7% | $96,192-82.3% | $85,851-80.2% |
| Participation rate | 20.9% | 56.7%-35.8pp | 68.4%-47.5pp | 69.3%-48.4pp |
| Annual return | 28.67% | 42.30%-13.6pp | 192.09%-163.4pp | 318.63%-290.0pp |
| Employer contribution / active EE | $702 | $1,620-56.6% | $2,799-74.9% | $2,565-72.6% |
| Participant deferral / active EE | $1,419 | $2,858-50.3% | $4,351-67.4% | $3,952-64.1% |
| Admin fee / account holder | $1,701 | $3,769-54.9% | $5,539-69.3% | $6,261-72.8% |