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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 | $11,705 | $49,896-76.5% | $80,627-85.5% | $75,173-84.4% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 20.85% | 34.67%-13.8pp | 936.76%-915.9pp | 160.72%-139.9pp |
| Employer contribution / active EE | $887 | $1,699-47.8% | $2,723-67.4% | $2,671-66.8% |
| Participant deferral / active EE | $2,002 | $2,992-33.1% | $4,443-54.9% | $4,126-51.5% |
| Admin fee / account holder | $1,629 | $3,578-54.5% | $5,381-69.7% | $5,651-71.2% |