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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 | $12,518 | $77,908-83.9% | $149,696-91.6% | $75,173-83.3% |
| Participation rate | 41.1% | 65.6%-24.5pp | 78.8%-37.7pp | 67.2%-26.1pp |
| Annual return | 33.11% | 31.73%+1.4pp | 134.46%-101.3pp | 160.72%-127.6pp |
| Employer contribution / active EE | $491 | $3,138-84.3% | $4,821-89.8% | $2,671-81.6% |
| Participant deferral / active EE | $961 | $3,411-71.8% | $5,682-83.1% | $4,126-76.7% |
| Admin fee / account holder | $979 | $5,950-83.5% | $13,212-92.6% | $5,651-82.7% |