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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 | $6,709 | $58,275-88.5% | $81,844-91.8% | $80,935-91.7% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.4%-29.5pp | 67.7%-24.8pp |
| Annual return | 17.93% | 41.82%-23.9pp | 778.87%-760.9pp | 35.66%-17.7pp |
| Employer contribution / active EE | $722 | $2,346-69.2% | $2,916-75.3% | $2,757-73.8% |
| Participant deferral / active EE | $1,212 | $3,285-63.1% | $4,323-72.0% | $4,299-71.8% |
| Admin fee / account holder | $845 | $4,749-82.2% | $7,355-88.5% | $6,924-87.8% |