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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 | $9,217 | $23,330-60.5% | $64,489-85.7% | $82,448-88.8% |
| Participation rate | 69.1% | 68.3%+0.8pp | 67.7%+1.4pp | 68.1%+1.0pp |
| Annual return | 21.41% | 83.66%-62.3pp | 55.03%-33.6pp | 41.64%-20.2pp |
| Employer contribution / active EE | $497 | $824-39.7% | $1,523-67.4% | $2,551-80.5% |
| Participant deferral / active EE | $1,999 | $1,707+17.1% | $2,778-28.1% | $4,139-51.7% |
| Admin fee / account holder | $1,041 | $2,946-64.7% | $4,260-75.6% | $7,234-85.6% |