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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 | $13,285 | $61,125-78.3% | $94,057-85.9% | $87,485-84.8% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.3%-40.0pp | 68.9%-35.6pp |
| Annual return | 19.46% | 35.20%-15.7pp | 480.62%-461.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $430 | $2,136-79.9% | $2,933-85.3% | $2,596-83.4% |
| Participant deferral / active EE | $1,294 | $3,260-60.3% | $4,709-72.5% | $4,274-69.7% |
| Admin fee / account holder | $587 | $5,629-89.6% | $7,244-91.9% | $7,775-92.4% |