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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 | $8,066 | $23,330-65.4% | $64,489-87.5% | $82,448-90.2% |
| Participation rate | 68.4% | 68.3%+0.1pp | 67.7%+0.7pp | 68.1%+0.3pp |
| Annual return | 15.84% | 83.66%-67.8pp | 55.03%-39.2pp | 41.64%-25.8pp |
| Employer contribution / active EE | $718 | $824-12.9% | $1,523-52.9% | $2,551-71.9% |
| Participant deferral / active EE | $2,278 | $1,707+33.5% | $2,778-18.0% | $4,139-45.0% |
| Admin fee / account holder | $3,183 | $2,946+8.1% | $4,260-25.3% | $7,234-56.0% |