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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 | $11,542 | $51,638-77.6% | $68,368-83.1% | $82,448-86.0% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 13.74% | 37.53%-23.8pp | 292.57%-278.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $588 | $2,047-71.3% | $2,649-77.8% | $2,551-76.9% |
| Participant deferral / active EE | $1,177 | $2,914-59.6% | $4,123-71.5% | $4,139-71.6% |
| Admin fee / account holder | $955 | $4,643-79.4% | $5,150-81.5% | $7,234-86.8% |