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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 | $29,890 | $99,079-69.8% | $78,002-61.7% | $273,972-89.1% |
| Participation rate | 18.2% | 78.6%-60.4pp | 75.5%-57.3pp | 83.0%-64.8pp |
| Annual return | 16.47% | 217.93%-201.5pp | 425.99%-409.5pp | 41.46%-25.0pp |
| Employer contribution / active EE | $1,283 | $3,308-61.2% | $2,470-48.1% | $4,869-73.6% |
| Participant deferral / active EE | $2,501 | $4,306-41.9% | $3,497-28.5% | $5,287-52.7% |
| Admin fee / account holder | $447 | $8,954-95.0% | $5,481-91.8% | $10,133-95.6% |