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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 | $11,153 | $49,896-77.6% | $80,627-86.2% | $75,173-85.2% |
| Participation rate | 32.0% | 55.3%-23.3pp | 67.0%-35.0pp | 67.2%-35.2pp |
| Annual return | 39.90% | 34.67%+5.2pp | 936.76%-896.9pp | 160.72%-120.8pp |
| Employer contribution / active EE | $563 | $1,699-66.9% | $2,723-79.3% | $2,671-78.9% |
| Participant deferral / active EE | $1,443 | $2,992-51.8% | $4,443-67.5% | $4,126-65.0% |
| Admin fee / account holder | $783 | $3,578-78.1% | $5,381-85.5% | $5,651-86.1% |