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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 | $47,105-81.3% | $68,368-87.1% | $67,986-87.1% |
| Participation rate | 65.4% | 51.8%+13.6pp | 73.8%-8.4pp | 57.2%+8.2pp |
| Annual return | 30.99% | 48.37%-17.4pp | 292.57%-261.6pp | 31.67%-0.7pp |
| Employer contribution / active EE | $1,029 | $1,859-44.6% | $2,649-61.1% | $2,019-49.0% |
| Participant deferral / active EE | $2,062 | $2,374-13.2% | $4,123-50.0% | $3,358-38.6% |
| Admin fee / account holder | $1,270 | $2,435-47.8% | $5,150-75.3% | $3,203-60.3% |