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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 | $12,774 | $23,330-45.2% | $64,489-80.2% | $82,448-84.5% |
| Participation rate | 56.3% | 68.3%-12.0pp | 67.7%-11.4pp | 68.1%-11.7pp |
| Annual return | 23.31% | 83.66%-60.3pp | 55.03%-31.7pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,200 | $824+45.6% | $1,523-21.2% | $2,551-52.9% |
| Participant deferral / active EE | $2,212 | $1,707+29.5% | $2,778-20.4% | $4,139-46.6% |
| Admin fee / account holder | $583 | $2,946-80.2% | $4,260-86.3% | $7,234-91.9% |