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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 | $11,148 | $58,258-80.9% | $81,820-86.4% | $80,925-86.2% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.4%-29.5pp | 67.7%-24.8pp |
| Annual return | 14.79% | 41.76%-27.0pp | 777.93%-763.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $1,422 | $2,345-39.4% | $2,915-51.2% | $2,756-48.4% |
| Participant deferral / active EE | $2,256 | $3,284-31.3% | $4,323-47.8% | $4,299-47.5% |
| Admin fee / account holder | $581 | $4,976-88.3% | $7,391-92.1% | $6,940-91.6% |