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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 | $14,461 | $51,878-72.1% | $68,368-78.8% | $79,634-81.8% |
| Participation rate | 12.0% | 53.7%-41.7pp | 73.8%-61.8pp | 62.5%-50.5pp |
| Annual return | 13.10% | 137.43%-124.3pp | 292.57%-279.5pp | 36.46%-23.4pp |
| Employer contribution / active EE | $298 | $1,931-84.6% | $2,649-88.8% | $2,529-88.2% |
| Participant deferral / active EE | $439 | $2,577-83.0% | $4,123-89.3% | $3,835-88.5% |
| Admin fee / account holder | $1,470 | $942+56.1% | $5,150-71.4% | $1,002+46.8% |