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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 | $9,091 | $61,125-85.1% | $94,057-90.3% | $87,485-89.6% |
| Participation rate | 64.9% | 64.1%+0.8pp | 73.3%-8.5pp | 68.9%-4.1pp |
| Annual return | 15.08% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $431 | $2,136-79.8% | $2,933-85.3% | $2,596-83.4% |
| Participant deferral / active EE | $1,483 | $3,260-54.5% | $4,709-68.5% | $4,274-65.3% |
| Admin fee / account holder | $456 | $5,629-91.9% | $7,244-93.7% | $7,775-94.1% |