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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 | $10,927 | $49,976-78.1% | $66,674-83.6% | $82,637-86.8% |
| Participation rate | 51.9% | 63.1%-11.2pp | 73.7%-21.8pp | 68.1%-16.2pp |
| Annual return | 14.76% | 39.09%-24.3pp | 321.24%-306.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $470 | $1,988-76.4% | $2,620-82.1% | $2,552-81.6% |
| Participant deferral / active EE | $590 | $2,847-79.3% | $4,084-85.6% | $4,126-85.7% |
| Admin fee / account holder | $2,412 | $4,594-47.5% | $5,098-52.7% | $7,339-67.1% |