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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 | $49,976-87.4% | $66,674-90.6% | $82,637-92.4% |
| Participation rate | 36.2% | 63.1%-26.9pp | 73.7%-37.5pp | 68.1%-31.9pp |
| Annual return | 22.35% | 39.09%-16.7pp | 321.24%-298.9pp | 53.51%-31.2pp |
| Employer contribution / active EE | $493 | $1,988-75.2% | $2,620-81.2% | $2,552-80.7% |
| Participant deferral / active EE | $586 | $2,847-79.4% | $4,084-85.7% | $4,126-85.8% |
| Admin fee / account holder | $1,292 | $4,594-71.9% | $5,098-74.7% | $7,339-82.4% |