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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 | $43,730-79.9% | $66,674-86.8% | $64,097-86.3% |
| Participation rate | 65.4% | 50.7%+14.6pp | 73.7%-8.3pp | 55.2%+10.2pp |
| Annual return | 30.99% | 53.62%-22.6pp | 321.24%-290.2pp | 34.64%-3.7pp |
| Employer contribution / active EE | $1,029 | $1,673-38.5% | $2,620-60.7% | $1,891-45.6% |
| Participant deferral / active EE | $2,062 | $2,122-2.8% | $4,084-49.5% | $3,080-33.1% |
| Admin fee / account holder | $1,270 | $2,708-53.1% | $5,098-75.1% | $3,454-63.2% |