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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 | $10,515 | $28,624-63.3% | $53,647-80.4% | $82,637-87.3% |
| Participation rate | 10.8% | 47.3%-36.5pp | 56.3%-45.5pp | 68.1%-57.2pp |
| Annual return | 16.54% | 664.98%-648.4pp | 358.33%-341.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $177 | $637-72.3% | $962-81.6% | $2,552-93.1% |
| Participant deferral / active EE | $287 | $1,196-76.0% | $1,813-84.2% | $4,126-93.1% |
| Admin fee / account holder | $2,686 | $2,022+32.9% | $2,460+9.2% | $7,339-63.4% |