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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 | $11,404 | $31,105-63.3% | $53,647-78.7% | $64,097-82.2% |
| Participation rate | 65.8% | 30.7%+35.1pp | 56.3%+9.5pp | 55.2%+10.6pp |
| Annual return | 21.68% | 22.54%-0.9pp | 358.33%-336.7pp | 34.64%-13.0pp |
| Employer contribution / active EE | $971 | $441+120.4% | $962+1.0% | $1,891-48.6% |
| Participant deferral / active EE | $1,792 | $896+99.9% | $1,813-1.2% | $3,080-41.8% |
| Admin fee / account holder | $996 | $2,195-54.6% | $2,460-59.5% | $3,454-71.2% |