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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 | $8,912 | $58,234-84.7% | $81,783-89.1% | $80,874-89.0% |
| Participation rate | 64.4% | 63.4%+1.0pp | 72.4%-7.9pp | 67.6%-3.2pp |
| Annual return | 12.70% | 41.70%-29.0pp | 775.05%-762.4pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,688 | $2,341-27.9% | $2,913-42.0% | $2,756-38.7% |
| Participant deferral / active EE | $1,990 | $3,283-39.4% | $4,320-53.9% | $4,297-53.7% |
| Admin fee / account holder | $805 | $4,982-83.8% | $7,380-89.1% | $6,935-88.4% |