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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 | $12,880 | $34,316-62.5% | $74,719-82.8% | $72,983-82.4% |
| Participation rate | 20.0% | 42.4%-22.4pp | 54.5%-34.5pp | 69.5%-49.5pp |
| Annual return | 36.23% | 26.58%+9.6pp | 753.05%-716.8pp | 81.01%-44.8pp |
| Employer contribution / active EE | $640 | $692-7.5% | $1,084-41.0% | $2,440-73.8% |
| Participant deferral / active EE | $819 | $1,272-35.6% | $1,963-58.3% | $3,608-77.3% |
| Admin fee / account holder | $643 | $2,125-69.8% | $3,334-80.7% | $5,124-87.5% |