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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 | $11,766 | $34,316-65.7% | $74,723-84.3% | $72,976-83.9% |
| Participation rate | 60.0% | 42.4%+17.6pp | 54.5%+5.5pp | 69.5%-9.5pp |
| Annual return | 24.63% | 26.58%-2.0pp | 753.18%-728.5pp | 81.02%-56.4pp |
| Employer contribution / active EE | $275 | $692-60.3% | $1,084-74.7% | $2,440-88.7% |
| Participant deferral / active EE | $2,137 | $1,272+68.0% | $1,962+8.9% | $3,608-40.8% |
| Admin fee / account holder | $461 | $2,125-78.3% | $3,335-86.2% | $5,124-91.0% |