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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 | $9,273 | $23,330-60.3% | $64,489-85.6% | $82,448-88.8% |
| Participation rate | 46.2% | 68.3%-22.0pp | 67.7%-21.5pp | 68.1%-21.8pp |
| Annual return | 23.93% | 83.66%-59.7pp | 55.03%-31.1pp | 41.64%-17.7pp |
| Employer contribution / active EE | $320 | $824-61.2% | $1,523-79.0% | $2,551-87.5% |
| Participant deferral / active EE | $1,527 | $1,707-10.6% | $2,778-45.0% | $4,139-63.1% |
| Admin fee / account holder | $698 | $2,946-76.3% | $4,260-83.6% | $7,234-90.4% |