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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 | $11,300 | $56,431-80.0% | $130,788-91.4% | $87,485-87.1% |
| Participation rate | 42.6% | 58.9%-16.4pp | 70.1%-27.5pp | 68.9%-26.3pp |
| Annual return | 16.76% | 91.27%-74.5pp | 386.44%-369.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $401 | $1,549-74.1% | $3,558-88.7% | $2,596-84.6% |
| Participant deferral / active EE | $979 | $2,749-64.4% | $4,137-76.3% | $4,274-77.1% |
| Admin fee / account holder | $1,614 | $4,433-63.6% | $6,673-75.8% | $7,775-79.2% |