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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 | $10,869 | $43,730-75.1% | $66,674-83.7% | $64,097-83.0% |
| Participation rate | 48.5% | 50.7%-2.2pp | 73.7%-25.1pp | 55.2%-6.6pp |
| Annual return | 21.19% | 53.62%-32.4pp | 321.24%-300.0pp | 34.64%-13.5pp |
| Employer contribution / active EE | $1,056 | $1,673-36.9% | $2,620-59.7% | $1,891-44.2% |
| Participant deferral / active EE | $1,983 | $2,122-6.6% | $4,084-51.5% | $3,080-35.6% |
| Admin fee / account holder | $951 | $2,708-64.9% | $5,098-81.3% | $3,454-72.5% |