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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 | $15,219 | $57,330-73.5% | $86,656-82.4% | $75,177-79.8% |
| Participation rate | 59.3% | 63.2%-3.9pp | 71.7%-12.4pp | 67.2%-7.9pp |
| Annual return | 17.55% | 2675.40%-2657.9pp | 593.09%-575.5pp | 160.75%-143.2pp |
| Employer contribution / active EE | $347 | $2,316-85.0% | $3,025-88.5% | $2,671-87.0% |
| Participant deferral / active EE | $1,284 | $3,320-61.3% | $4,439-71.1% | $4,126-68.9% |
| Admin fee / account holder | $320 | $4,115-92.2% | $5,619-94.3% | $5,651-94.3% |