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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 | $16,112 | $58,311-72.4% | $81,882-80.3% | $80,959-80.1% |
| Participation rate | 65.3% | 63.5%+1.8pp | 72.4%-7.1pp | 67.7%-2.4pp |
| Annual return | 38.89% | 41.85%-3.0pp | 779.47%-740.6pp | 35.67%+3.2pp |
| Employer contribution / active EE | $984 | $2,347-58.1% | $2,916-66.3% | $2,757-64.3% |
| Participant deferral / active EE | $1,110 | $3,287-66.2% | $4,323-74.3% | $4,300-74.2% |
| Admin fee / account holder | $452 | $4,752-90.5% | $7,360-93.9% | $6,925-93.5% |