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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 | $12,730 | $48,011-73.5% | $63,803-80.0% | $82,637-84.6% |
| Participation rate | 42.4% | 66.6%-24.2pp | 72.7%-30.3pp | 68.1%-25.7pp |
| Annual return | 14.84% | 19.84%-5.0pp | 543.72%-528.9pp | 53.51%-38.7pp |
| Employer contribution / active EE | $502 | $1,904-73.6% | $2,532-80.2% | $2,552-80.3% |
| Participant deferral / active EE | $887 | $2,846-68.8% | $3,843-76.9% | $4,126-78.5% |
| Admin fee / account holder | $1,436 | $3,873-62.9% | $5,196-72.4% | $7,339-80.4% |