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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 | $13,333 | $51,631-74.2% | $129,397-89.7% | $80,925-83.5% |
| Participation rate | 43.3% | 56.9%-13.6pp | 69.6%-26.3pp | 67.7%-24.3pp |
| Annual return | 15.92% | 20.77%-4.9pp | 9453.98%-9438.1pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,100 | $1,583-30.5% | $4,154-73.5% | $2,756-60.1% |
| Participant deferral / active EE | $1,522 | $2,670-43.0% | $4,167-63.5% | $4,299-64.6% |
| Admin fee / account holder | $805 | $4,309-81.3% | $7,679-89.5% | $6,940-88.4% |