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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 | $10,838 | $41,150-73.7% | $80,607-86.6% | $71,495-84.8% |
| Participation rate | 22.1% | 50.3%-28.2pp | 67.0%-44.9pp | 67.9%-45.9pp |
| Annual return | 41.72% | 38.48%+3.2pp | 936.11%-894.4pp | 28.85%+12.9pp |
| Employer contribution / active EE | $758 | $1,515-50.0% | $2,724-72.2% | $2,589-70.7% |
| Participant deferral / active EE | $1,218 | $2,701-54.9% | $4,448-72.6% | $4,291-71.6% |
| Admin fee / account holder | $930 | $1,841-49.5% | $5,379-82.7% | $1,588-41.4% |