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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 | $51,184-59.5% | $66,439-68.8% | $86,983-76.1% |
| Participation rate | 56.7% | 68.5%-11.8pp | 74.5%-17.8pp | 69.5%-12.9pp |
| Annual return | 11.46% | 17.07%-5.6pp | 757.66%-746.2pp | 25.83%-14.4pp |
| Employer contribution / active EE | $804 | $2,023-60.3% | $2,637-69.5% | $2,584-68.9% |
| Participant deferral / active EE | $1,079 | $2,927-63.2% | $3,876-72.2% | $4,194-74.3% |
| Admin fee / account holder | $709 | $4,154-82.9% | $6,173-88.5% | $7,856-91.0% |