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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 | $7,621 | $29,733-74.4% | $56,025-86.4% | $80,959-90.6% |
| Participation rate | 45.8% | 41.7%+4.1pp | 52.5%-6.7pp | 67.7%-21.8pp |
| Annual return | 21.89% | 35.28%-13.4pp | 1712.69%-1690.8pp | 35.67%-13.8pp |
| Employer contribution / active EE | $990 | $672+47.4% | $1,042-4.9% | $2,757-64.1% |
| Participant deferral / active EE | $1,384 | $1,229+12.6% | $1,955-29.2% | $4,300-67.8% |
| Admin fee / account holder | $697 | $2,434-71.3% | $2,828-75.3% | $6,925-89.9% |