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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 | $10,498 | $53,063-80.2% | $124,206-91.5% | $82,637-87.3% |
| Participation rate | 67.6% | 58.4%+9.2pp | 69.6%-1.9pp | 68.1%-0.4pp |
| Annual return | 13.99% | 68.87%-54.9pp | 515.27%-501.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,456 | $2,644-7.1% | $3,968-38.1% | $4,126-40.5% |
| Admin fee / account holder | $330 | $4,281-92.3% | $5,929-94.4% | $7,339-95.5% |