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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 | $11,704 | $58,311-79.9% | $81,882-85.7% | $80,959-85.5% |
| Participation rate | 39.1% | 63.5%-24.4pp | 72.4%-33.3pp | 67.7%-28.5pp |
| Annual return | 15.26% | 41.85%-26.6pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $618 | $2,347-73.7% | $2,916-78.8% | $2,757-77.6% |
| Participant deferral / active EE | $1,552 | $3,287-52.8% | $4,323-64.1% | $4,300-63.9% |
| Admin fee / account holder | $489 | $4,752-89.7% | $7,360-93.4% | $6,925-92.9% |