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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 | $44,301 | $27,936+58.6% | $58,561-24.4% | $75,173-41.1% |
| Participation rate | 11.1% | 38.8%-27.7pp | 50.9%-39.8pp | 67.2%-56.1pp |
| Annual return | 15.59% | 44.21%-28.6pp | 4251.33%-4235.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $333 | $670-50.3% | $1,053-68.4% | $2,671-87.5% |
| Participant deferral / active EE | $788 | $1,202-34.4% | $1,923-59.0% | $4,126-80.9% |
| Admin fee / account holder | $1,653 | $1,727-4.3% | $2,520-34.4% | $5,651-70.7% |