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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 | $9,146 | $49,976-81.7% | $66,674-86.3% | $82,637-88.9% |
| Participation rate | 55.2% | 63.1%-7.9pp | 73.7%-18.5pp | 68.1%-12.9pp |
| Annual return | 17.04% | 39.09%-22.1pp | 321.24%-304.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $326 | $1,988-83.6% | $2,620-87.5% | $2,552-87.2% |
| Participant deferral / active EE | $1,022 | $2,847-64.1% | $4,084-75.0% | $4,126-75.2% |
| Admin fee / account holder | $892 | $4,594-80.6% | $5,098-82.5% | $7,339-87.9% |