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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 | $10,912 | $22,602-51.7% | $65,583-83.4% | $75,177-85.5% |
| Participation rate | 69.7% | 63.1%+6.6pp | 65.0%+4.7pp | 67.2%+2.5pp |
| Annual return | 26.03% | 71.13%-45.1pp | 47.46%-21.4pp | 160.75%-134.7pp |
| Employer contribution / active EE | $1,870 | $941+98.8% | $1,692+10.5% | $2,671-30.0% |
| Participant deferral / active EE | $2,951 | $1,695+74.1% | $2,833+4.2% | $4,126-28.5% |
| Admin fee / account holder | $992 | $1,877-47.2% | $4,112-75.9% | $5,651-82.4% |