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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 | $12,715 | $56,431-77.5% | $130,788-90.3% | $87,485-85.5% |
| Participation rate | 41.5% | 58.9%-17.5pp | 70.1%-28.6pp | 68.9%-27.5pp |
| Annual return | 21.75% | 91.27%-69.5pp | 386.44%-364.7pp | 26.06%-4.3pp |
| Employer contribution / active EE | $479 | $1,549-69.1% | $3,558-86.5% | $2,596-81.5% |
| Participant deferral / active EE | $1,272 | $2,749-53.7% | $4,137-69.3% | $4,274-70.2% |
| Admin fee / account holder | $894 | $4,433-79.8% | $6,673-86.6% | $7,775-88.5% |