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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 | $6,293 | $51,638-87.8% | $68,368-90.8% | $82,448-92.4% |
| Participation rate | 36.2% | 63.6%-27.4pp | 73.8%-37.6pp | 68.1%-31.9pp |
| Annual return | 22.35% | 37.53%-15.2pp | 292.57%-270.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $493 | $2,047-75.9% | $2,649-81.4% | $2,551-80.7% |
| Participant deferral / active EE | $586 | $2,914-79.9% | $4,123-85.8% | $4,139-85.8% |
| Admin fee / account holder | $1,292 | $4,643-72.2% | $5,150-74.9% | $7,234-82.1% |