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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 | $12,002 | $43,730-72.6% | $66,674-82.0% | $64,097-81.3% |
| Participation rate | 31.0% | 50.7%-19.7pp | 73.7%-42.7pp | 55.2%-24.2pp |
| Annual return | 21.55% | 53.62%-32.1pp | 321.24%-299.7pp | 34.64%-13.1pp |
| Employer contribution / active EE | $520 | $1,673-69.0% | $2,620-80.2% | $1,891-72.5% |
| Participant deferral / active EE | $823 | $2,122-61.2% | $4,084-79.8% | $3,080-73.3% |
| Admin fee / account holder | $606 | $2,708-77.6% | $5,098-88.1% | $3,454-82.5% |