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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 | $10,554 | $58,311-81.9% | $81,882-87.1% | $80,959-87.0% |
| Participation rate | 27.8% | 63.5%-35.7pp | 72.4%-44.6pp | 67.7%-39.9pp |
| Annual return | 13.82% | 41.85%-28.0pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $630 | $2,347-73.1% | $2,916-78.4% | $2,757-77.1% |
| Participant deferral / active EE | $1,698 | $3,287-48.3% | $4,323-60.7% | $4,300-60.5% |
| Admin fee / account holder | $893 | $4,752-81.2% | $7,360-87.9% | $6,925-87.1% |