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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 | $9,483 | $58,311-83.7% | $81,882-88.4% | $80,959-88.3% |
| Participation rate | 62.2% | 63.5%-1.3pp | 72.4%-10.2pp | 67.7%-5.5pp |
| Annual return | 25.55% | 41.85%-16.3pp | 779.47%-753.9pp | 35.67%-10.1pp |
| Employer contribution / active EE | $974 | $2,347-58.5% | $2,916-66.6% | $2,757-64.7% |
| Participant deferral / active EE | $2,387 | $3,287-27.4% | $4,323-44.8% | $4,300-44.5% |
| Admin fee / account holder | $550 | $4,752-88.4% | $7,360-92.5% | $6,925-92.1% |