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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 | $11,658 | $76,407-84.7% | $150,298-92.2% | $82,448-85.9% |
| Participation rate | 46.7% | 66.4%-19.7pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 455.97% | 39.99%+416.0pp | 62.79%+393.2pp | 41.64%+414.3pp |
| Employer contribution / active EE | $797 | $2,614-69.5% | $4,154-80.8% | $2,551-68.8% |
| Participant deferral / active EE | $1,080 | $3,214-66.4% | $5,453-80.2% | $4,139-73.9% |
| Admin fee / account holder | $593 | $6,352-90.7% | $14,116-95.8% | $7,234-91.8% |