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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 | $11,112 | $60,442-81.6% | $96,754-88.5% | $87,485-87.3% |
| Participation rate | 65.1% | 58.7%+6.4pp | 70.3%-5.2pp | 68.9%-3.8pp |
| Annual return | 16.42% | 21.97%-5.6pp | 82.04%-65.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $811 | $1,691-52.1% | $2,679-69.7% | $2,596-68.8% |
| Participant deferral / active EE | $1,911 | $3,280-41.8% | $4,758-59.8% | $4,274-55.3% |
| Admin fee / account holder | $771 | $5,069-84.8% | $8,905-91.3% | $7,775-90.1% |