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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 | $12,122 | $23,330-48.0% | $64,489-81.2% | $82,448-85.3% |
| Participation rate | 69.6% | 68.3%+1.3pp | 67.7%+1.9pp | 68.1%+1.5pp |
| Annual return | 15.59% | 83.66%-68.1pp | 55.03%-39.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $666 | $824-19.3% | $1,523-56.3% | $2,551-73.9% |
| Participant deferral / active EE | $2,396 | $1,707+40.4% | $2,778-13.8% | $4,139-42.1% |
| Admin fee / account holder | $1,756 | $2,946-40.4% | $4,260-58.8% | $7,234-75.7% |