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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 | $14,391 | $58,241-75.3% | $81,780-82.4% | $80,911-82.2% |
| Participation rate | 28.6% | 63.4%-34.9pp | 72.4%-43.8pp | 67.6%-39.1pp |
| Annual return | 15.01% | 41.73%-26.7pp | 776.27%-761.3pp | 35.63%-20.6pp |
| Employer contribution / active EE | $796 | $2,343-66.0% | $2,914-72.7% | $2,756-71.1% |
| Participant deferral / active EE | $2,006 | $3,283-38.9% | $4,321-53.6% | $4,297-53.3% |
| Admin fee / account holder | $363 | $4,973-92.7% | $7,384-95.1% | $6,935-94.8% |