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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 | $13,572 | $100,004-86.4% | $81,438-83.3% | $145,959-90.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 13.20% | 34.34%-21.1pp | 24.74%-11.5pp | 561.95%-548.8pp |
| Employer contribution / active EE | $408 | $2,970-86.3% | $2,460-83.4% | $4,661-91.2% |
| Participant deferral / active EE | $1,053 | $4,603-77.1% | $3,883-72.9% | $6,689-84.3% |
| Admin fee / account holder | $981 | $8,202-88.0% | $5,764-83.0% | $13,398-92.7% |