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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 | $9,022 | $58,311-84.5% | $81,882-89.0% | $80,959-88.9% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 14.78% | 41.85%-27.1pp | 779.47%-764.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $513 | $2,347-78.1% | $2,916-82.4% | $2,757-81.4% |
| Participant deferral / active EE | $2,954 | $3,287-10.1% | $4,323-31.7% | $4,300-31.3% |
| Admin fee / account holder | $1,806 | $4,752-62.0% | $7,360-75.5% | $6,925-73.9% |