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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 | $13,962 | $125,778-88.9% | $114,563-87.8% | $154,746-91.0% |
| Participation rate | 52.4% | 75.2%-22.8pp | 72.9%-20.5pp | 80.7%-28.3pp |
| Annual return | 11.80% | 295.14%-283.3pp | 241.09%-229.3pp | 172.34%-160.5pp |
| Employer contribution / active EE | $594 | $2,806-78.8% | $2,592-77.1% | $4,379-86.4% |
| Participant deferral / active EE | $2,541 | $4,445-42.8% | $4,142-38.6% | $6,730-62.2% |
| Admin fee / account holder | $9,314 | $8,190+13.7% | $7,623+22.2% | $14,365-35.2% |