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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 | $10,981 | $48,327-77.3% | $67,575-83.7% | $80,935-86.4% |
| Participation rate | 53.5% | 66.4%-12.9pp | 72.9%-19.4pp | 67.7%-14.1pp |
| Annual return | 19.77% | 18.31%+1.5pp | 3528.98%-3509.2pp | 35.66%-15.9pp |
| Employer contribution / active EE | $921 | $2,022-54.5% | $2,736-66.3% | $2,757-66.6% |
| Participant deferral / active EE | $1,962 | $2,927-33.0% | $4,003-51.0% | $4,299-54.4% |
| Admin fee / account holder | $358 | $3,692-90.3% | $3,993-91.0% | $6,924-94.8% |