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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 | $13,512 | $58,275-76.8% | $81,844-83.5% | $80,935-83.3% |
| Participation rate | 64.7% | 63.5%+1.2pp | 72.4%-7.7pp | 67.7%-3.0pp |
| Annual return | 11.84% | 41.82%-30.0pp | 778.87%-767.0pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,130 | $2,346-51.8% | $2,916-61.3% | $2,757-59.0% |
| Participant deferral / active EE | $2,563 | $3,285-22.0% | $4,323-40.7% | $4,299-40.4% |
| Admin fee / account holder | $1,467 | $4,749-69.1% | $7,355-80.1% | $6,924-78.8% |