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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 | $11,079 | $53,063-79.1% | $124,206-91.1% | $82,637-86.6% |
| Participation rate | 61.3% | 58.4%+2.9pp | 69.6%-8.2pp | 68.1%-6.7pp |
| Annual return | 14.90% | 68.87%-54.0pp | 515.27%-500.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $276 | $1,530-82.0% | $3,540-92.2% | $2,552-89.2% |
| Participant deferral / active EE | $1,729 | $2,644-34.6% | $3,968-56.4% | $4,126-58.1% |
| Admin fee / account holder | $3,513 | $4,281-17.9% | $5,929-40.7% | $7,339-52.1% |