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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 | $11,218 | $61,125-81.6% | $94,057-88.1% | $87,485-87.2% |
| Participation rate | 67.8% | 64.1%+3.7pp | 73.3%-5.6pp | 68.9%-1.2pp |
| Annual return | 15.03% | 35.20%-20.2pp | 480.62%-465.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,740 | $2,136-18.5% | $2,933-40.7% | $2,596-33.0% |
| Participant deferral / active EE | $1,133 | $3,260-65.2% | $4,709-75.9% | $4,274-73.5% |
| Admin fee / account holder | $693 | $5,629-87.7% | $7,244-90.4% | $7,775-91.1% |