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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 | $8,110 | $49,896-83.7% | $80,627-89.9% | $75,173-89.2% |
| Participation rate | 31.6% | 55.3%-23.7pp | 67.0%-35.4pp | 67.2%-35.6pp |
| Annual return | 17.37% | 34.67%-17.3pp | 936.76%-919.4pp | 160.72%-143.4pp |
| Employer contribution / active EE | $560 | $1,699-67.0% | $2,723-79.4% | $2,671-79.0% |
| Participant deferral / active EE | $1,102 | $2,992-63.2% | $4,443-75.2% | $4,126-73.3% |
| Admin fee / account holder | $880 | $3,578-75.4% | $5,381-83.6% | $5,651-84.4% |