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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 | $9,814 | $48,011-79.6% | $63,803-84.6% | $82,637-88.1% |
| Participation rate | 69.0% | 66.6%+2.5pp | 72.7%-3.7pp | 68.1%+1.0pp |
| Annual return | 18.19% | 19.84%-1.7pp | 543.72%-525.5pp | 53.51%-35.3pp |
| Employer contribution / active EE | $481 | $1,904-74.7% | $2,532-81.0% | $2,552-81.1% |
| Participant deferral / active EE | $973 | $2,846-65.8% | $3,843-74.7% | $4,126-76.4% |
| Admin fee / account holder | $449 | $3,873-88.4% | $5,196-91.4% | $7,339-93.9% |