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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 | $9,436 | $29,051-67.5% | $52,425-82.0% | $67,986-86.1% |
| Participation rate | 44.6% | 30.4%+14.2pp | 55.6%-11.0pp | 57.2%-12.6pp |
| Annual return | 17.37% | 24.00%-6.6pp | 302.12%-284.7pp | 31.67%-14.3pp |
| Employer contribution / active EE | $546 | $412+32.7% | $914-40.2% | $2,019-72.9% |
| Participant deferral / active EE | $877 | $873+0.5% | $1,790-51.0% | $3,358-73.9% |
| Admin fee / account holder | $1,313 | $2,113-37.8% | $2,495-47.4% | $3,203-59.0% |