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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 | $9,908 | $49,976-80.2% | $66,674-85.1% | $82,637-88.0% |
| Participation rate | 65.4% | 63.1%+2.3pp | 73.7%-8.2pp | 68.1%-2.6pp |
| Annual return | 22.46% | 39.09%-16.6pp | 321.24%-298.8pp | 53.51%-31.0pp |
| Employer contribution / active EE | $1,189 | $1,988-40.2% | $2,620-54.6% | $2,552-53.4% |
| Participant deferral / active EE | $1,762 | $2,847-38.1% | $4,084-56.9% | $4,126-57.3% |
| Admin fee / account holder | $1,111 | $4,594-75.8% | $5,098-78.2% | $7,339-84.9% |