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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 | $14,604 | $87,166-83.2% | $76,735-81.0% | $137,256-89.4% |
| Participation rate | 64.7% | 74.4%-9.6pp | 69.5%-4.8pp | 80.0%-15.3pp |
| Annual return | 220.12% | 26.50%+193.6pp | 29.77%+190.4pp | 220.34%-0.2pp |
| Employer contribution / active EE | $555 | $2,904-80.9% | $2,454-77.4% | $4,156-86.6% |
| Participant deferral / active EE | $1,419 | $4,726-70.0% | $4,088-65.3% | $6,407-77.9% |
| Admin fee / account holder | $1,239 | $8,403-85.3% | $7,189-82.8% | $12,270-89.9% |