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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 | $8,286 | $49,976-83.4% | $66,674-87.6% | $82,637-90.0% |
| Participation rate | 47.3% | 63.1%-15.8pp | 73.7%-26.4pp | 68.1%-20.8pp |
| Annual return | 21.18% | 39.09%-17.9pp | 321.24%-300.1pp | 53.51%-32.3pp |
| Employer contribution / active EE | $667 | $1,988-66.5% | $2,620-74.6% | $2,552-73.9% |
| Participant deferral / active EE | $952 | $2,847-66.5% | $4,084-76.7% | $4,126-76.9% |
| Admin fee / account holder | $812 | $4,594-82.3% | $5,098-84.1% | $7,339-88.9% |