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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 | $7,826 | $58,311-86.6% | $81,882-90.4% | $80,959-90.3% |
| Participation rate | 62.5% | 63.5%-1.0pp | 72.4%-9.9pp | 67.7%-5.2pp |
| Annual return | 11.17% | 41.85%-30.7pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $395 | $2,347-83.2% | $2,916-86.4% | $2,757-85.7% |
| Participant deferral / active EE | $1,388 | $3,287-57.8% | $4,323-67.9% | $4,300-67.7% |
| Admin fee / account holder | $677 | $4,752-85.8% | $7,360-90.8% | $6,925-90.2% |