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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 | $6,914 | $51,638-86.6% | $68,368-89.9% | $82,448-91.6% |
| Participation rate | 68.1% | 63.6%+4.5pp | 73.8%-5.6pp | 68.1%+0.1pp |
| Annual return | 35.05% | 37.53%-2.5pp | 292.57%-257.5pp | 41.64%-6.6pp |
| Employer contribution / active EE | $939 | $2,047-54.1% | $2,649-64.6% | $2,551-63.2% |
| Participant deferral / active EE | $2,499 | $2,914-14.2% | $4,123-39.4% | $4,139-39.6% |
| Admin fee / account holder | $484 | $4,643-89.6% | $5,150-90.6% | $7,234-93.3% |