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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 | $4,352 | $23,330-81.3% | $64,489-93.3% | $82,448-94.7% |
| Participation rate | 50.0% | 68.3%-18.3pp | 67.7%-17.7pp | 68.1%-18.1pp |
| Annual return | 14.65% | 83.66%-69.0pp | 55.03%-40.4pp | 41.64%-27.0pp |
| Employer contribution / active EE | $365 | $824-55.7% | $1,523-76.0% | $2,551-85.7% |
| Participant deferral / active EE | $980 | $1,707-42.6% | $2,778-64.7% | $4,139-76.3% |
| Admin fee / account holder | $1,129 | $2,946-61.7% | $4,260-73.5% | $7,234-84.4% |