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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 | $19,485 | $55,715-65.0% | $124,206-84.3% | $71,012-72.6% |
| Participation rate | 14.8% | 34.7%-19.8pp | 69.6%-54.7pp | 58.6%-43.7pp |
| Annual return | 39.27% | 73.23%-34.0pp | 515.27%-476.0pp | 37.67%+1.6pp |
| Employer contribution / active EE | $397 | $964-58.8% | $3,540-88.8% | $2,348-83.1% |
| Participant deferral / active EE | $804 | $1,833-56.1% | $3,968-79.7% | $3,246-75.2% |
| Admin fee / account holder | $6,978 | $1,481+371.2% | $5,929+17.7% | $1,167+497.8% |