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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 | $9,380 | $58,275-83.9% | $81,844-88.5% | $80,935-88.4% |
| Participation rate | 59.3% | 63.5%-4.2pp | 72.4%-13.1pp | 67.7%-8.4pp |
| Annual return | 14.76% | 41.82%-27.1pp | 778.87%-764.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $354 | $2,346-84.9% | $2,916-87.9% | $2,757-87.2% |
| Participant deferral / active EE | $1,216 | $3,285-63.0% | $4,323-71.9% | $4,299-71.7% |
| Admin fee / account holder | $625 | $4,749-86.8% | $7,355-91.5% | $6,924-91.0% |