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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 | $11,569 | $49,891-76.8% | $80,607-85.6% | $75,181-84.6% |
| Participation rate | 44.2% | 55.3%-11.1pp | 67.0%-22.8pp | 67.2%-23.0pp |
| Annual return | 21.64% | 34.67%-13.0pp | 936.11%-914.5pp | 160.69%-139.0pp |
| Employer contribution / active EE | $1,053 | $1,698-38.0% | $2,724-61.3% | $2,671-60.6% |
| Participant deferral / active EE | $1,339 | $2,991-55.2% | $4,448-69.9% | $4,126-67.5% |
| Admin fee / account holder | $711 | $3,578-80.1% | $5,379-86.8% | $5,650-87.4% |