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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 | $10,675 | $58,311-81.7% | $81,882-87.0% | $80,959-86.8% |
| Participation rate | 54.2% | 63.5%-9.3pp | 72.4%-18.2pp | 67.7%-13.5pp |
| Annual return | 11.17% | 41.85%-30.7pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,017 | $2,347-56.7% | $2,916-65.1% | $2,757-63.1% |
| Participant deferral / active EE | $2,341 | $3,287-28.8% | $4,323-45.8% | $4,300-45.6% |
| Admin fee / account holder | $342 | $4,752-92.8% | $7,360-95.4% | $6,925-95.1% |