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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 | $10,976 | $58,275-81.2% | $81,844-86.6% | $80,935-86.4% |
| Participation rate | 25.8% | 63.5%-37.7pp | 72.4%-46.6pp | 67.7%-41.9pp |
| Annual return | 22.86% | 41.82%-19.0pp | 778.87%-756.0pp | 35.66%-12.8pp |
| Employer contribution / active EE | $901 | $2,346-61.6% | $2,916-69.1% | $2,757-67.3% |
| Participant deferral / active EE | $1,389 | $3,285-57.7% | $4,323-67.9% | $4,299-67.7% |
| Admin fee / account holder | $1,286 | $4,749-72.9% | $7,355-82.5% | $6,924-81.4% |