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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 | $9,814 | $47,479-79.3% | $62,929-84.4% | $82,448-88.1% |
| Participation rate | 69.0% | 66.9%+2.2pp | 73.1%-4.1pp | 68.1%+1.0pp |
| Annual return | 18.19% | 20.34%-2.2pp | 1063.93%-1045.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $481 | $1,885-74.5% | $2,505-80.8% | $2,551-81.1% |
| Participant deferral / active EE | $973 | $2,870-66.1% | $3,888-75.0% | $4,139-76.5% |
| Admin fee / account holder | $449 | $3,804-88.2% | $5,065-91.1% | $7,234-93.8% |