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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 | $13,897 | $58,311-76.2% | $81,882-83.0% | $80,959-82.8% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.4%-10.8pp | 67.7%-6.1pp |
| Annual return | 12.63% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $850 | $2,347-63.8% | $2,916-70.8% | $2,757-69.2% |
| Participant deferral / active EE | $3,312 | $3,287+0.8% | $4,323-23.4% | $4,300-23.0% |
| Admin fee / account holder | $5,869 | $4,752+23.5% | $7,360-20.3% | $6,925-15.2% |