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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 | $6,659 | $58,311-88.6% | $81,882-91.9% | $80,959-91.8% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 10.99% | 41.85%-30.9pp | 779.47%-768.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $356 | $2,347-84.8% | $2,916-87.8% | $2,757-87.1% |
| Participant deferral / active EE | $1,249 | $3,287-62.0% | $4,323-71.1% | $4,300-70.9% |
| Admin fee / account holder | $414 | $4,752-91.3% | $7,360-94.4% | $6,925-94.0% |