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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 | $5,580 | $97,125-94.3% | $86,233-93.5% | $137,256-95.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 14.57% | 74.19%-59.6pp | 61.39%-46.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $519 | $2,841-81.8% | $2,504-79.3% | $4,156-87.5% |
| Participant deferral / active EE | $1,227 | $5,180-76.3% | $4,559-73.1% | $6,407-80.9% |
| Admin fee / account holder | $483 | $9,725-95.0% | $8,342-94.2% | $12,270-96.1% |