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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 | $10,455 | $45,900-77.2% | $94,057-88.9% | $64,340-83.7% |
| Participation rate | 46.2% | 50.6%-4.4pp | 73.3%-27.1pp | 55.2%-9.0pp |
| Annual return | 17.47% | 50.47%-33.0pp | 480.62%-463.2pp | 24.14%-6.7pp |
| Employer contribution / active EE | $537 | $1,612-66.7% | $2,933-81.7% | $1,862-71.2% |
| Participant deferral / active EE | $768 | $2,102-63.5% | $4,709-83.7% | $2,980-74.2% |
| Admin fee / account holder | $964 | $3,143-69.3% | $7,244-86.7% | $3,703-74.0% |