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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 | $10,886 | $78,690-86.2% | $161,489-93.3% | $87,485-87.6% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 19.71% | 32.74%-13.0pp | 89.72%-70.0pp | 26.06%-6.4pp |
| Employer contribution / active EE | $872 | $2,588-66.3% | $4,268-79.6% | $2,596-66.4% |
| Participant deferral / active EE | $2,072 | $3,311-37.4% | $5,630-63.2% | $4,274-51.5% |
| Admin fee / account holder | $950 | $6,724-85.9% | $16,006-94.1% | $7,775-87.8% |