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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 | $11,442 | $49,896-77.1% | $80,627-85.8% | $75,173-84.8% |
| Participation rate | 52.8% | 55.3%-2.5pp | 67.0%-14.2pp | 67.2%-14.4pp |
| Annual return | 17.29% | 34.67%-17.4pp | 936.76%-919.5pp | 160.72%-143.4pp |
| Employer contribution / active EE | $765 | $1,699-55.0% | $2,723-71.9% | $2,671-71.3% |
| Participant deferral / active EE | $2,005 | $2,992-33.0% | $4,443-54.9% | $4,126-51.4% |
| Admin fee / account holder | $342 | $3,578-90.5% | $5,381-93.7% | $5,651-94.0% |