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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 | $28,612 | $51,878-44.8% | $68,368-58.2% | $79,634-64.1% |
| Participation rate | 16.6% | 53.7%-37.1pp | 73.8%-57.2pp | 62.5%-45.9pp |
| Annual return | 19.51% | 137.43%-117.9pp | 292.57%-273.1pp | 36.46%-17.0pp |
| Employer contribution / active EE | $426 | $1,931-77.9% | $2,649-83.9% | $2,529-83.2% |
| Participant deferral / active EE | $927 | $2,577-64.0% | $4,123-77.5% | $3,835-75.8% |
| Admin fee / account holder | $2,253 | $942+139.1% | $5,150-56.2% | $1,002+124.9% |