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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 | $23,131 | $58,311-60.3% | $81,882-71.8% | $80,959-71.4% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 14.50% | 41.85%-27.3pp | 779.47%-765.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $796 | $2,347-66.1% | $2,916-72.7% | $2,757-71.1% |
| Participant deferral / active EE | $2,148 | $3,287-34.6% | $4,323-50.3% | $4,300-50.0% |
| Admin fee / account holder | $369 | $4,752-92.2% | $7,360-95.0% | $6,925-94.7% |