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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 | $39,766-28.0% | $66,674-57.1% | $71,012-59.7% |
| Participation rate | 16.6% | 47.7%-31.1pp | 73.7%-57.1pp | 58.6%-42.0pp |
| Annual return | 19.51% | 181.39%-161.9pp | 321.24%-301.7pp | 37.67%-18.2pp |
| Employer contribution / active EE | $426 | $1,503-71.7% | $2,620-83.7% | $2,348-81.9% |
| Participant deferral / active EE | $927 | $1,868-50.4% | $4,084-77.3% | $3,246-71.4% |
| Admin fee / account holder | $2,253 | $1,097+105.5% | $5,098-55.8% | $1,167+93.0% |