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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 | $13,725 | $51,638-73.4% | $68,368-79.9% | $82,448-83.4% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 20.29% | 37.53%-17.2pp | 292.57%-272.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $589 | $2,047-71.2% | $2,649-77.8% | $2,551-76.9% |
| Participant deferral / active EE | $700 | $2,914-76.0% | $4,123-83.0% | $4,139-83.1% |
| Admin fee / account holder | $1,156 | $4,643-75.1% | $5,150-77.6% | $7,234-84.0% |