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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 | $20,750 | $50,554-59.0% | $67,681-69.3% | $87,485-76.3% |
| Participation rate | 56.7% | 67.7%-11.1pp | 73.7%-17.1pp | 68.9%-12.3pp |
| Annual return | 11.46% | 17.81%-6.3pp | 590.58%-579.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $804 | $1,988-59.6% | $2,678-70.0% | $2,596-69.0% |
| Participant deferral / active EE | $1,079 | $2,961-63.6% | $3,976-72.9% | $4,274-74.8% |
| Admin fee / account holder | $709 | $4,132-82.8% | $6,100-88.4% | $7,775-90.9% |