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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 | $56,116-77.3% | $135,768-90.6% | $86,983-85.4% |
| Participation rate | 41.5% | 60.1%-18.7pp | 71.1%-29.6pp | 69.5%-28.1pp |
| Annual return | 21.75% | 125.33%-103.6pp | 526.10%-504.3pp | 25.83%-4.1pp |
| Employer contribution / active EE | $479 | $1,528-68.6% | $3,394-85.9% | $2,584-81.5% |
| Participant deferral / active EE | $1,272 | $2,690-52.7% | $3,977-68.0% | $4,194-69.7% |
| Admin fee / account holder | $894 | $4,314-79.3% | $7,048-87.3% | $7,856-88.6% |