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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 | $11,671 | $49,976-76.6% | $66,674-82.5% | $82,637-85.9% |
| Participation rate | 64.3% | 63.1%+1.2pp | 73.7%-9.4pp | 68.1%-3.8pp |
| Annual return | 14.44% | 39.09%-24.7pp | 321.24%-306.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $718 | $1,988-63.9% | $2,620-72.6% | $2,552-71.9% |
| Participant deferral / active EE | $1,819 | $2,847-36.1% | $4,084-55.5% | $4,126-55.9% |
| Admin fee / account holder | $660 | $4,594-85.6% | $5,098-87.0% | $7,339-91.0% |