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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 | $15,809 | $67,823-76.7% | $52,425-69.8% | $137,256-88.5% |
| Participation rate | 16.7% | 63.9%-47.2pp | 55.6%-39.0pp | 80.0%-63.3pp |
| Annual return | 16.71% | 219.11%-202.4pp | 302.12%-285.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $218 | $1,163-81.3% | $914-76.2% | $4,156-94.8% |
| Participant deferral / active EE | $379 | $2,288-83.4% | $1,790-78.8% | $6,407-94.1% |
| Admin fee / account holder | $3,879 | $2,844+36.4% | $2,495+55.5% | $12,270-68.4% |