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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 | $11,186 | $49,976-77.6% | $66,674-83.2% | $82,637-86.5% |
| Participation rate | 14.3% | 63.1%-48.8pp | 73.7%-59.4pp | 68.1%-53.8pp |
| Annual return | 41.82% | 39.09%+2.7pp | 321.24%-279.4pp | 53.51%-11.7pp |
| Employer contribution / active EE | $276 | $1,988-86.1% | $2,620-89.5% | $2,552-89.2% |
| Participant deferral / active EE | $634 | $2,847-77.7% | $4,084-84.5% | $4,126-84.6% |
| Admin fee / account holder | $428 | $4,594-90.7% | $5,098-91.6% | $7,339-94.2% |