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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 | $18,012 | $26,137-31.1% | $58,561-69.2% | $74,460-75.8% |
| Participation rate | 14.3% | 32.2%-17.8pp | 50.9%-36.5pp | 70.7%-56.4pp |
| Annual return | 46.45% | 32.53%+13.9pp | 4251.33%-4204.9pp | 34.38%+12.1pp |
| Employer contribution / active EE | $385 | $537-28.3% | $1,053-63.5% | $2,638-85.4% |
| Participant deferral / active EE | $893 | $1,076-17.0% | $1,923-53.6% | $4,530-80.3% |
| Admin fee / account holder | $985 | $648+52.0% | $2,520-60.9% | $348+183.2% |