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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 | $16,064 | $45,050-64.3% | $63,018-74.5% | $70,126-77.1% |
| Participation rate | 37.5% | 69.5%-32.0pp | 74.8%-37.3pp | 69.5%-32.0pp |
| Annual return | 55.97% | 18.76%+37.2pp | 87.62%-31.7pp | 73.15%-17.2pp |
| Employer contribution / active EE | $555 | $2,052-73.0% | $2,761-79.9% | $2,343-76.3% |
| Participant deferral / active EE | $800 | $2,466-67.6% | $3,330-76.0% | $3,332-76.0% |
| Admin fee / account holder | $665 | $2,834-76.5% | $3,601-81.5% | $4,645-85.7% |