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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 | $25,077 | $58,311-57.0% | $81,882-69.4% | $80,959-69.0% |
| Participation rate | 29.3% | 63.5%-34.2pp | 72.4%-43.1pp | 67.7%-38.4pp |
| Annual return | 11.99% | 41.85%-29.9pp | 779.47%-767.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $635 | $2,347-72.9% | $2,916-78.2% | $2,757-77.0% |
| Participant deferral / active EE | $1,089 | $3,287-66.9% | $4,323-74.8% | $4,300-74.7% |
| Admin fee / account holder | $845 | $4,752-82.2% | $7,360-88.5% | $6,925-87.8% |