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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 | $10,730 | $49,896-78.5% | $80,627-86.7% | $75,173-85.7% |
| Participation rate | 59.3% | 55.3%+3.9pp | 67.0%-7.8pp | 67.2%-7.9pp |
| Annual return | 15.64% | 34.67%-19.0pp | 936.76%-921.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $347 | $1,699-79.6% | $2,723-87.2% | $2,671-87.0% |
| Participant deferral / active EE | $1,261 | $2,992-57.9% | $4,443-71.6% | $4,126-69.4% |
| Admin fee / account holder | $593 | $3,578-83.4% | $5,381-89.0% | $5,651-89.5% |