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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 | $25,680 | $56,116-54.2% | $135,768-81.1% | $86,983-70.5% |
| Participation rate | 30.0% | 60.1%-30.1pp | 71.1%-41.1pp | 69.5%-39.5pp |
| Annual return | 14.86% | 125.33%-110.5pp | 526.10%-511.2pp | 25.83%-11.0pp |
| Employer contribution / active EE | $208 | $1,528-86.4% | $3,394-93.9% | $2,584-91.9% |
| Participant deferral / active EE | $1,255 | $2,690-53.3% | $3,977-68.5% | $4,194-70.1% |
| Admin fee / account holder | $654 | $4,314-84.8% | $7,048-90.7% | $7,856-91.7% |