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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 | $12,263 | $116,360-89.5% | $65,566-81.3% | $139,466-91.2% |
| Participation rate | 57.1% | 67.8%-10.6pp | 64.9%-7.8pp | 80.3%-23.2pp |
| Annual return | 24.36% | 31.23%-6.9pp | 47.40%-23.0pp | 373.66%-349.3pp |
| Employer contribution / active EE | $983 | $2,600-62.2% | $1,692-41.9% | $4,754-79.3% |
| Participant deferral / active EE | $2,550 | $4,242-39.9% | $2,832-10.0% | $6,712-62.0% |
| Admin fee / account holder | $361 | $6,701-94.6% | $4,114-91.2% | $11,409-96.8% |