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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 | $8,021 | $47,105-83.0% | $68,368-88.3% | $67,986-88.2% |
| Participation rate | 25.2% | 51.8%-26.6pp | 73.8%-48.6pp | 57.2%-32.0pp |
| Annual return | 22.35% | 48.37%-26.0pp | 292.57%-270.2pp | 31.67%-9.3pp |
| Employer contribution / active EE | $371 | $1,859-80.0% | $2,649-86.0% | $2,019-81.6% |
| Participant deferral / active EE | $834 | $2,374-64.9% | $4,123-79.8% | $3,358-75.2% |
| Admin fee / account holder | $1,852 | $2,435-23.9% | $5,150-64.0% | $3,203-42.2% |