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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 | $9,779 | $49,897-80.4% | $80,648-87.9% | $75,177-87.0% |
| Participation rate | 43.5% | 55.3%-11.9pp | 67.0%-23.5pp | 67.2%-23.7pp |
| Annual return | 21.11% | 34.68%-13.6pp | 937.21%-916.1pp | 160.75%-139.6pp |
| Employer contribution / active EE | $757 | $1,699-55.5% | $2,724-72.2% | $2,671-71.7% |
| Participant deferral / active EE | $1,175 | $2,992-60.7% | $4,443-73.6% | $4,126-71.5% |
| Admin fee / account holder | $1,703 | $3,579-52.4% | $5,382-68.4% | $5,651-69.9% |