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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 | $7,800 | $23,330-66.6% | $64,489-87.9% | $82,448-90.5% |
| Participation rate | 61.8% | 68.3%-6.4pp | 67.7%-5.9pp | 68.1%-6.2pp |
| Annual return | 20.10% | 83.66%-63.6pp | 55.03%-34.9pp | 41.64%-21.5pp |
| Employer contribution / active EE | $694 | $824-15.8% | $1,523-54.4% | $2,551-72.8% |
| Participant deferral / active EE | $1,773 | $1,707+3.8% | $2,778-36.2% | $4,139-57.2% |
| Admin fee / account holder | $1,406 | $2,946-52.3% | $4,260-67.0% | $7,234-80.6% |