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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 | $58,311-82.6% | $81,882-87.6% | $80,959-87.5% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 17.41% | 41.85%-24.4pp | 779.47%-762.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $629 | $2,347-73.2% | $2,916-78.4% | $2,757-77.2% |
| Participant deferral / active EE | $866 | $3,287-73.7% | $4,323-80.0% | $4,300-79.9% |
| Admin fee / account holder | $815 | $4,752-82.9% | $7,360-88.9% | $6,925-88.2% |