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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 | $9,163 | $51,222-82.1% | $70,544-87.0% | $75,173-87.8% |
| Participation rate | 43.4% | 61.0%-17.6pp | 68.4%-25.0pp | 67.2%-23.8pp |
| Annual return | 52.37% | 30.06%+22.3pp | 32.79%+19.6pp | 160.72%-108.3pp |
| Employer contribution / active EE | $1,340 | $1,827-26.6% | $2,976-55.0% | $2,671-49.8% |
| Participant deferral / active EE | $1,886 | $2,850-33.8% | $4,568-58.7% | $4,126-54.3% |
| Admin fee / account holder | $549 | $4,096-86.6% | $6,427-91.5% | $5,651-90.3% |