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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 | $58,258-57.0% | $81,820-69.4% | $80,925-69.0% |
| Participation rate | 29.3% | 63.5%-34.2pp | 72.4%-43.1pp | 67.7%-38.4pp |
| Annual return | 11.99% | 41.76%-29.8pp | 777.93%-765.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $635 | $2,345-72.9% | $2,915-78.2% | $2,756-76.9% |
| Participant deferral / active EE | $1,089 | $3,284-66.8% | $4,323-74.8% | $4,299-74.7% |
| Admin fee / account holder | $845 | $4,976-83.0% | $7,391-88.6% | $6,940-87.8% |