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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 | $8,799 | $29,733-70.4% | $56,025-84.3% | $80,959-89.1% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 16.79% | 35.28%-18.5pp | 1712.69%-1695.9pp | 35.67%-18.9pp |
| Employer contribution / active EE | $570 | $672-15.2% | $1,042-45.3% | $2,757-79.3% |
| Participant deferral / active EE | $1,511 | $1,229+22.9% | $1,955-22.7% | $4,300-64.9% |
| Admin fee / account holder | $906 | $2,434-62.8% | $2,828-68.0% | $6,925-86.9% |