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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 | $17,833 | $27,943-36.2% | $58,507-69.5% | $75,177-76.3% |
| Participation rate | 20.5% | 38.8%-18.4pp | 50.9%-30.4pp | 67.2%-46.8pp |
| Annual return | 25.73% | 44.22%-18.5pp | 4252.32%-4226.6pp | 160.75%-135.0pp |
| Employer contribution / active EE | $332 | $670-50.4% | $1,053-68.5% | $2,671-87.6% |
| Participant deferral / active EE | $1,429 | $1,202+18.9% | $1,922-25.7% | $4,126-65.4% |
| Admin fee / account holder | $2,132 | $1,727+23.4% | $2,486-14.3% | $5,651-62.3% |