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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 | $16,568 | $58,311-71.6% | $81,882-79.8% | $80,959-79.5% |
| Participation rate | 59.4% | 63.5%-4.1pp | 72.4%-13.0pp | 67.7%-8.3pp |
| Annual return | 14.02% | 41.85%-27.8pp | 779.47%-765.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $560 | $2,347-76.1% | $2,916-80.8% | $2,757-79.7% |
| Participant deferral / active EE | $1,591 | $3,287-51.6% | $4,323-63.2% | $4,300-63.0% |
| Admin fee / account holder | $724 | $4,752-84.8% | $7,360-90.2% | $6,925-89.5% |