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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 | $33,489 | $67,823-50.6% | $52,425-36.1% | $137,256-75.6% |
| Participation rate | 11.8% | 63.9%-52.1pp | 55.6%-43.9pp | 80.0%-68.2pp |
| Annual return | 17.54% | 219.11%-201.6pp | 302.12%-284.6pp | 220.34%-202.8pp |
| Employer contribution / active EE | $445 | $1,163-61.7% | $914-51.3% | $4,156-89.3% |
| Participant deferral / active EE | $1,348 | $2,288-41.1% | $1,790-24.7% | $6,407-79.0% |
| Admin fee / account holder | $5,052 | $2,844+77.6% | $2,495+102.5% | $12,270-58.8% |