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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 | $11,343 | $61,787-81.6% | $97,197-88.3% | $80,925-86.0% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.7%-16.7pp | 67.7%-11.7pp |
| Annual return | 21.00% | -558.16%+579.2pp | 75.47%-54.5pp | 35.65%-14.6pp |
| Employer contribution / active EE | $1,121 | $1,836-38.9% | $2,723-58.8% | $2,756-59.3% |
| Participant deferral / active EE | $2,305 | $3,027-23.8% | $4,263-45.9% | $4,299-46.4% |
| Admin fee / account holder | $476 | $5,170-90.8% | $5,637-91.6% | $6,940-93.1% |