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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 | $24,322 | $75,832-67.9% | $147,617-83.5% | $59,633-59.2% |
| Participation rate | 64.4% | 71.6%-7.1pp | 84.6%-20.2pp | 68.7%-4.2pp |
| Annual return | 9.73% | 0.37%+9.4pp | 61.98%-52.3pp | 2041.45%-2031.7pp |
| Employer contribution / active EE | $794 | $3,485-77.2% | $5,564-85.7% | $2,203-64.0% |
| Participant deferral / active EE | $1,185 | $3,131-62.1% | $4,895-75.8% | $3,192-62.9% |
| Admin fee / account holder | $768 | $5,986-87.2% | $11,612-93.4% | $4,297-82.1% |