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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 | $10,000 | $55,902-82.1% | $76,030-86.8% | $80,959-87.6% |
| Participation rate | 62.5% | 62.1%+0.4pp | 69.1%-6.6pp | 67.7%-5.2pp |
| Annual return | 10.76% | 20.59%-9.8pp | 361.54%-350.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $409 | $1,867-78.1% | $2,688-84.8% | $2,757-85.2% |
| Participant deferral / active EE | $2,420 | $3,051-20.7% | $4,257-43.2% | $4,300-43.7% |
| Admin fee / account holder | $1,112 | $5,239-78.8% | $6,421-82.7% | $6,925-83.9% |