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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 | $11,441 | $49,976-77.1% | $66,674-82.8% | $82,637-86.2% |
| Participation rate | 27.5% | 63.1%-35.6pp | 73.7%-46.2pp | 68.1%-40.6pp |
| Annual return | 19.25% | 39.09%-19.8pp | 321.24%-302.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $262 | $1,988-86.8% | $2,620-90.0% | $2,552-89.7% |
| Participant deferral / active EE | $612 | $2,847-78.5% | $4,084-85.0% | $4,126-85.2% |
| Admin fee / account holder | $854 | $4,594-81.4% | $5,098-83.3% | $7,339-88.4% |