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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 | $11,712 | $103,000-88.6% | $90,300-87.0% | $152,885-92.3% |
| Participation rate | 21.4% | 75.9%-54.4pp | 73.3%-51.8pp | 82.5%-61.0pp |
| Annual return | 32.59% | 95.19%-62.6pp | 78.11%-45.5pp | 345.39%-312.8pp |
| Employer contribution / active EE | $501 | $3,138-84.0% | $2,854-82.5% | $4,763-89.5% |
| Participant deferral / active EE | $1,768 | $4,281-58.7% | $3,884-54.5% | $5,851-69.8% |
| Admin fee / account holder | $1,057 | $6,173-82.9% | $5,353-80.3% | $11,598-90.9% |