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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 | $9,071 | $51,638-82.4% | $68,368-86.7% | $82,448-89.0% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 15.93% | 37.53%-21.6pp | 292.57%-276.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $344 | $2,047-83.2% | $2,649-87.0% | $2,551-86.5% |
| Participant deferral / active EE | $1,153 | $2,914-60.4% | $4,123-72.0% | $4,139-72.1% |
| Admin fee / account holder | $301 | $4,643-93.5% | $5,150-94.2% | $7,234-95.8% |