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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 | $10,140 | $58,258-82.6% | $81,820-87.6% | $80,925-87.5% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 17.41% | 41.76%-24.4pp | 777.93%-760.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $629 | $2,345-73.2% | $2,915-78.4% | $2,756-77.2% |
| Participant deferral / active EE | $866 | $3,284-73.6% | $4,323-80.0% | $4,299-79.9% |
| Admin fee / account holder | $815 | $4,976-83.6% | $7,391-89.0% | $6,940-88.3% |