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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 | $58,275-75.3% | $81,844-82.4% | $80,935-82.2% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.4%-43.8pp | 67.7%-39.1pp |
| Annual return | 15.01% | 41.82%-26.8pp | 778.87%-763.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $796 | $2,346-66.1% | $2,916-72.7% | $2,757-71.1% |
| Participant deferral / active EE | $2,006 | $3,285-38.9% | $4,323-53.6% | $4,299-53.3% |
| Admin fee / account holder | $363 | $4,749-92.4% | $7,355-95.1% | $6,924-94.8% |